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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 | $48,653 | $98,776-50.7% | $149,745-67.5% | $79,856-39.1% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 10.48% | 27.38%-16.9pp | 276.72%-266.2pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,070 | $5,681-63.6% | $6,843-69.8% | $3,741-44.7% |
| Admin fee / account holder | $1,027 | $6,053-83.0% | $9,312-89.0% | $5,306-80.6% |