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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 | $83,100 | $116,203-28.5% | $93,621-11.2% | $152,897-45.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.8%-0.8pp | 82.5%-7.5pp |
| Annual return | 2.74% | 35.96%-33.2pp | 32.76%-30.0pp | 345.43%-342.7pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,268 | $4,605-72.5% | $4,070-68.9% | $5,851-78.3% |
| Admin fee / account holder | $4,453 | $10,751-58.6% | $7,890-43.6% | $11,599-61.6% |