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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 | $66,112 | $117,904-43.9% | $102,457-35.5% | $145,978-54.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 5.21% | 31.80%-26.6pp | 29.41%-24.2pp | 550.52%-545.3pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,066 | $5,733-81.4% | $5,054-78.9% | $6,690-84.1% |
| Admin fee / account holder | $6,219 | $13,329-53.3% | $9,451-34.2% | $13,400-53.6% |