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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 | $112,729-61.9% | $98,716-56.5% | $137,256-68.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 8.12% | 38.48%-30.4pp | 31.81%-23.7pp | 220.34%-212.2pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $676 | $4,640-85.4% | $4,048-83.3% | $6,407-89.5% |
| Admin fee / account holder | $2,064 | $10,129-79.6% | $8,703-76.3% | $12,270-83.2% |