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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 | $94,009 | $165,399-43.2% | $149,745-37.2% | $158,982-40.9% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 5.85% | 348.34%-342.5pp | 276.72%-270.9pp | 302.99%-297.1pp |
| Employer contribution / active EE | $1,583 | $5,105-69.0% | $4,646-65.9% | $4,763-66.8% |
| Participant deferral / active EE | $5 | $7,183-99.9% | $6,843-99.9% | $5,983-99.9% |
| Admin fee / account holder | $16,613 | $10,811+53.7% | $9,312+78.4% | $11,252+47.6% |