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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 | $58,703 | $157,276-62.7% | $141,177-58.4% | $152,885-61.6% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 0.58% | 64.33%-63.8pp | 71.40%-70.8pp | 345.39%-344.8pp |
| Employer contribution / active EE | $1,889 | $5,262-64.1% | $4,736-60.1% | $4,763-60.3% |
| Participant deferral / active EE | $775 | $7,110-89.1% | $6,710-88.5% | $5,851-86.8% |
| Admin fee / account holder | $4,306 | $12,123-64.5% | $10,263-58.0% | $11,598-62.9% |