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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 | $61,498 | $154,228-60.1% | $145,433-57.7% | $137,256-55.2% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 7.87% | 74.59%-66.7pp | 66.58%-58.7pp | 220.34%-212.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,624 | $8,216-80.2% | $7,897-79.4% | $6,407-74.6% |
| Admin fee / account holder | $7,141 | $14,344-50.2% | $13,129-45.6% | $12,270-41.8% |