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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 | $173,385 | $167,415+3.6% | $140,514+23.4% | $198,609-12.7% |
| Participation rate | 75.0% | 80.9%-5.9pp | 77.8%-2.8pp | 82.4%-7.4pp |
| Annual return | 1.35% | 13.85%-12.5pp | 14.36%-13.0pp | 202.70%-201.3pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,425 | $5,579-74.5% | $4,919-71.0% | $6,977-79.6% |
| Admin fee / account holder | $1,973 | $16,730-88.2% | $13,697-85.6% | $19,030-89.6% |