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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 | $33,857 | $117,829-71.3% | $102,423-66.9% | $145,877-76.8% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 6.38% | 31.83%-25.5pp | 29.42%-23.0pp | 551.28%-544.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,414 | $5,732-75.3% | $5,054-72.0% | $6,691-78.9% |
| Admin fee / account holder | $524 | $13,335-96.1% | $9,455-94.5% | $13,402-96.1% |