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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 | $54,062 | $87,166-38.0% | $76,735-29.5% | $137,256-60.6% |
| Participation rate | 94.4% | 74.4%+20.1pp | 69.5%+24.9pp | 80.0%+14.5pp |
| Annual return | 10.57% | 26.50%-15.9pp | 29.77%-19.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $540 | $4,726-88.6% | $4,088-86.8% | $6,407-91.6% |
| Admin fee / account holder | $30,293 | $8,403+260.5% | $7,189+321.4% | $12,270+146.9% |