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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 | $53,904 | $181,896-70.4% | $156,551-65.6% | $273,972-80.3% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | -0.33% | 30.74%-31.1pp | 32.23%-32.6pp | 41.46%-41.8pp |
| Employer contribution / active EE | $1,551 | $6,248-75.2% | $5,501-71.8% | $4,869-68.2% |
| Participant deferral / active EE | $984 | $5,550-82.3% | $4,871-79.8% | $5,287-81.4% |
| Admin fee / account holder | $4,406 | $15,560-71.7% | $13,028-66.2% | $10,133-56.5% |