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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 | $36,019 | $67,602-46.7% | $82,312-56.2% | $70,126-48.6% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.9%0pp | 69.5%+7.4pp |
| Annual return | 10.27% | 21.57%-11.3pp | 25.88%-15.6pp | 73.15%-62.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $783 | $2,987-73.8% | $3,706-78.9% | $3,332-76.5% |
| Admin fee / account holder | $8,218 | $4,512+82.2% | $5,608+46.5% | $4,645+76.9% |