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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 | $70,197 | $101,795-31.0% | $165,100-57.5% | $80,959-13.3% |
| Participation rate | 77.2% | 71.8%+5.4pp | 78.6%-1.4pp | 67.7%+9.5pp |
| Annual return | 10.57% | 16.73%-6.2pp | 70.21%-59.6pp | 35.67%-25.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $794 | $4,476-82.3% | $6,035-86.8% | $4,300-81.5% |
| Admin fee / account holder | $1,322 | $8,221-83.9% | $12,696-89.6% | $6,925-80.9% |