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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 | $64,625 | $126,661-49.0% | $113,397-43.0% | $138,895-53.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 9.12% | 25.05%-15.9pp | 23.20%-14.1pp | 145.39%-136.3pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $663 | $5,693-88.3% | $5,076-86.9% | $6,396-89.6% |
| Admin fee / account holder | $8,671 | $14,549-40.4% | $11,957-27.5% | $12,562-31.0% |