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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 | $158,419 | $110,137+43.8% | $161,149-1.7% | $82,637+91.7% |
| Participation rate | 90.6% | 72.4%+18.3pp | 78.8%+11.8pp | 68.1%+22.6pp |
| Annual return | 10.15% | 20.69%-10.5pp | 21.16%-11.0pp | 53.51%-43.4pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $668 | $4,575-85.4% | $6,153-89.1% | $4,126-83.8% |
| Admin fee / account holder | $6,367 | $9,467-32.7% | $15,194-58.1% | $7,339-13.2% |