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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 | $124,425+39.3% | $112,040+54.8% | $137,256+26.3% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 1.35% | 24.72%-23.4pp | 24.52%-23.2pp | 220.34%-219.0pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,425 | $5,718-75.1% | $5,098-72.0% | $6,407-77.8% |
| Admin fee / account holder | $1,973 | $15,207-87.0% | $12,098-83.7% | $12,270-83.9% |