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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 | $97,063 | $114,712-15.4% | $173,730-44.1% | $87,485+10.9% |
| Participation rate | 73.0% | 73.0%0pp | 79.6%-6.6pp | 68.9%+4.0pp |
| Annual return | 8.19% | 20.18%-12.0pp | 19.96%-11.8pp | 26.06%-17.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,257 | $4,642-72.9% | $6,326-80.1% | $4,274-70.6% |
| Admin fee / account holder | $7,068 | $10,210-30.8% | $17,523-59.7% | $7,775-9.1% |