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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 | $55,452 | $54,541+1.7% | $78,778-29.6% | $70,126-20.9% |
| Participation rate | 86.7% | 60.8%+25.9pp | 69.2%+17.5pp | 69.5%+17.1pp |
| Annual return | 5.22% | 21.07%-15.9pp | 35.62%-30.4pp | 73.15%-67.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $398 | $2,210-82.0% | $2,958-86.5% | $3,332-88.0% |
| Admin fee / account holder | $5,924 | $3,709+59.7% | $5,134+15.4% | $4,645+27.5% |