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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 | $62,059 | $136,860-54.7% | $120,344-48.4% | $154,746-59.9% |
| Participation rate | 90.9% | 79.9%+11.0pp | 76.7%+14.2pp | 80.7%+10.2pp |
| Annual return | 4.57% | 21.38%-16.8pp | 20.30%-15.7pp | 172.34%-167.8pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,658 | $5,793-71.4% | $5,135-67.7% | $6,730-75.4% |
| Admin fee / account holder | $1,407 | $15,393-90.9% | $12,742-89.0% | $14,365-90.2% |