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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 | $123,478-21.4% | $216,567-55.2% | $94,015+3.2% |
| Participation rate | 73.0% | 75.1%-2.1pp | 81.6%-8.7pp | 70.8%+2.2pp |
| Annual return | 8.19% | 23.61%-15.4pp | 12.94%-4.8pp | 17.84%-9.7pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,257 | $4,556-72.4% | $6,191-79.7% | $4,249-70.4% |
| Admin fee / account holder | $7,068 | $12,753-44.6% | $21,981-67.8% | $8,951-21.0% |