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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 | $82,799 | $78,707+5.2% | $117,861-29.7% | $70,126+18.1% |
| Participation rate | 75.6% | 73.2%+2.4pp | 79.7%-4.1pp | 69.5%+6.1pp |
| Annual return | 11.27% | 23.30%-12.0pp | 335.11%-323.8pp | 73.15%-61.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $907 | $3,297-72.5% | $4,482-79.8% | $3,332-72.8% |
| Admin fee / account holder | $12,662 | $5,066+150.0% | $8,021+57.9% | $4,645+172.6% |