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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 | $67,092 | $65,041+3.2% | $90,965-26.2% | $79,858-16.0% |
| Participation rate | 73.2% | 61.6%+11.6pp | 69.0%+4.2pp | 69.6%+3.5pp |
| Annual return | 5.93% | 30.45%-24.5pp | 134.57%-128.6pp | 31.72%-25.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | -$3,844 | $2,512-253.0% | $3,373-214.0% | $3,740-202.8% |
| Admin fee / account holder | $448 | $4,536-90.1% | $5,960-92.5% | $5,306-91.6% |