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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 | $42,325 | $182,442-76.8% | $163,379-74.1% | $138,895-69.5% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.8%-6.8pp | 79.9%-9.9pp |
| Annual return | 8.17% | 72.74%-64.6pp | 63.41%-55.2pp | 145.39%-137.2pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $998 | $6,817-85.4% | $6,282-84.1% | $6,396-84.4% |
| Admin fee / account holder | $1,053 | $10,396-89.9% | $9,818-89.3% | $12,562-91.6% |