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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 | $68,559 | $91,559-25.1% | $133,971-48.8% | $79,852-14.1% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 7.52% | 61.85%-54.3pp | 45.09%-37.6pp | 31.72%-24.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,556 | $3,734-58.3% | $5,047-69.2% | $3,740-58.4% |
| Admin fee / account holder | $2,429 | $6,321-61.6% | $8,929-72.8% | $5,306-54.2% |