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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 | $117,846-43.9% | $102,434-35.5% | $145,884-54.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 5.21% | 31.90%-26.7pp | 29.46%-24.2pp | 551.85%-546.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,066 | $5,733-81.4% | $5,055-78.9% | $6,690-84.1% |
| Admin fee / account holder | $6,219 | $13,356-53.4% | $9,462-34.3% | $13,392-53.6% |