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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 | $40,790 | $67,602-39.7% | $82,312-50.4% | $70,126-41.8% |
| Participation rate | 82.6% | 72.8%+9.8pp | 76.9%+5.7pp | 69.5%+13.1pp |
| Annual return | 10.49% | 21.57%-11.1pp | 25.88%-15.4pp | 73.15%-62.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $863 | $2,987-71.1% | $3,706-76.7% | $3,332-74.1% |
| Admin fee / account holder | $23,152 | $4,512+413.2% | $5,608+312.9% | $4,645+398.4% |