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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 | $46,080 | $162,136-71.6% | $152,301-69.7% | $154,746-70.2% |
| Participation rate | 81.3% | 84.1%-2.9pp | 82.4%-1.2pp | 80.7%+0.5pp |
| Annual return | 8.22% | 91.02%-82.8pp | 80.50%-72.3pp | 172.34%-164.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,159 | $8,341-74.1% | $8,004-73.0% | $6,730-67.9% |
| Admin fee / account holder | $14,749 | $15,759-6.4% | $14,398+2.4% | $14,365+2.7% |