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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 | $68,709 | $60,349+13.9% | $74,184-7.4% | $62,881+9.3% |
| Participation rate | 87.8% | 72.7%+15.1pp | 76.6%+11.2pp | 69.3%+18.5pp |
| Annual return | 1.11% | 21.38%-20.3pp | 17.74%-16.6pp | 20.14%-19.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $274 | $2,856-90.4% | $3,550-92.3% | $3,203-91.5% |
| Admin fee / account holder | $99,885 | $4,261+2244.3% | $5,586+1688.2% | $4,296+2225.2% |