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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,904 | $95,453-18.4% | $112,040-30.5% | $82,448-5.5% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.5%-2.4pp | 68.1%+6.0pp |
| Annual return | 3.52% | 23.92%-20.4pp | 24.52%-21.0pp | 41.64%-38.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,633 | $4,224-61.3% | $5,098-68.0% | $4,139-60.6% |
| Admin fee / account holder | $59,847 | $9,013+564.0% | $12,098+394.7% | $7,234+727.3% |