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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 | $105,315 | $59,123+78.1% | $77,183+36.4% | $75,181+40.1% |
| Participation rate | 76.0% | 63.9%+12.1pp | 69.6%+6.4pp | 67.2%+8.8pp |
| Annual return | 11.99% | 26.72%-14.7pp | 37.89%-25.9pp | 160.69%-148.7pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $363 | $2,999-87.9% | $3,833-90.5% | $4,126-91.2% |
| Admin fee / account holder | $3,467 | $4,776-27.4% | $5,475-36.7% | $5,650-38.6% |