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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 | $85,677 | $78,520+9.1% | $96,576-11.3% | $82,448+3.9% |
| Participation rate | 71.4% | 77.7%-6.3pp | 81.4%-10.0pp | 68.1%+3.4pp |
| Annual return | 12.23% | 41.30%-29.1pp | 38.47%-26.2pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,216 | $6,754-67.2% | $7,956-72.1% | $4,139-46.5% |
| Admin fee / account holder | $1,733 | $13,455-87.1% | $11,381-84.8% | $7,234-76.1% |