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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 | $63,945 | $116,203-45.0% | $93,621-31.7% | $152,909-58.2% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.8%-4.4pp | 82.5%-11.0pp |
| Annual return | 4.29% | 35.96%-31.7pp | 32.76%-28.5pp | 345.46%-341.2pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $179 | $4,605-96.1% | $4,070-95.6% | $5,851-96.9% |
| Admin fee / account holder | $685 | $10,751-93.6% | $7,890-91.3% | $11,601-94.1% |