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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 | $97,618 | $135,956-28.2% | $123,894-21.2% | $273,970-64.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 2.22% | 56.63%-54.4pp | 47.52%-45.3pp | 41.46%-39.2pp |
| Employer contribution / active EE | $1,404 | $5,170-72.8% | $4,617-69.6% | $4,869-71.2% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,068 | $9,817-89.1% | $8,357-87.2% | $10,132-89.5% |