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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 | $124,425-50.1% | $112,040-44.6% | $137,256-54.8% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 4.57% | 24.72%-20.1pp | 24.52%-19.9pp | 220.34%-215.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,658 | $5,718-71.0% | $5,098-67.5% | $6,407-74.1% |
| Admin fee / account holder | $1,407 | $15,207-90.8% | $12,098-88.4% | $12,270-88.5% |