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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 | $37,893 | $67,602-43.9% | $82,312-54.0% | $70,126-46.0% |
| Participation rate | 77.4% | 72.8%+4.6pp | 76.9%+0.5pp | 69.5%+7.9pp |
| Annual return | 9.75% | 21.57%-11.8pp | 25.88%-16.1pp | 73.15%-63.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,106 | $2,987-63.0% | $3,706-70.2% | $3,332-66.8% |
| Admin fee / account holder | $5,732 | $4,512+27.0% | $5,608+2.2% | $4,645+23.4% |