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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 | $50,710 | $138,312-63.3% | $122,979-58.8% | $155,188-67.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 6.07% | 22.06%-16.0pp | 20.12%-14.0pp | 148.84%-142.8pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $974 | $5,592-82.6% | $5,003-80.5% | $6,531-85.1% |
| Admin fee / account holder | $5,659 | $15,089-62.5% | $12,864-56.0% | $14,480-60.9% |