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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 | $57,472 | $87,834-34.6% | $133,975-57.1% | $62,881-8.6% |
| Participation rate | 90.2% | 83.4%+6.8pp | 87.1%+3.1pp | 69.3%+20.9pp |
| Annual return | 3.51% | 12.05%-8.5pp | 29.29%-25.8pp | 20.14%-16.6pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,371 | $4,812-71.5% | $6,282-78.2% | $3,203-57.2% |
| Admin fee / account holder | $1,776 | $5,372-67.0% | $9,324-81.0% | $4,296-58.7% |