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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 | $42,899 | $124,980-65.7% | $108,359-60.4% | $154,746-72.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 8.12% | 45.00%-36.9pp | 36.89%-28.8pp | 172.34%-164.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $676 | $4,743-85.8% | $4,137-83.7% | $6,730-90.0% |
| Admin fee / account holder | $2,064 | $11,502-82.1% | $9,741-78.8% | $14,365-85.6% |