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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 | $40,138 | $135,956-70.5% | $123,894-67.6% | $273,972-85.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 2.54% | 56.63%-54.1pp | 47.52%-45.0pp | 41.46%-38.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,185 | $6,343-81.3% | $5,984-80.2% | $5,287-77.6% |
| Admin fee / account holder | $3,523 | $9,817-64.1% | $8,357-57.8% | $10,133-65.2% |