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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 | $138,312-55.1% | $122,979-49.5% | $155,188-60.0% |
| Participation rate | 90.9% | 80.2%+10.7pp | 77.2%+13.7pp | 80.8%+10.1pp |
| Annual return | 4.57% | 22.06%-17.5pp | 20.12%-15.5pp | 148.84%-144.3pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,658 | $5,592-70.4% | $5,003-66.9% | $6,531-74.6% |
| Admin fee / account holder | $1,407 | $15,089-90.7% | $12,864-89.1% | $14,480-90.3% |