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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 | $108,825-10.8% | $156,181-37.9% | $82,448+17.7% |
| Participation rate | 73.0% | 72.4%+0.6pp | 78.8%-5.9pp | 68.1%+4.9pp |
| Annual return | 8.19% | 20.59%-12.4pp | 64.87%-56.7pp | 41.64%-33.5pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,257 | $4,577-72.5% | $6,132-79.5% | $4,139-69.6% |
| Admin fee / account holder | $7,068 | $9,341-24.3% | $14,586-51.5% | $7,234-2.3% |