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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 | $118,281 | $103,387+14.4% | $87,102+35.8% | $152,885-22.6% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 2.31% | 28.10%-25.8pp | 28.19%-25.9pp | 345.39%-343.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $244 | $4,778-94.9% | $4,048-94.0% | $5,851-95.8% |
| Admin fee / account holder | $1,023 | $12,193-91.6% | $7,491-86.3% | $11,598-91.2% |