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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 | $133,614 | $132,634+0.7% | $115,768+15.4% | $137,256-2.7% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.4%+1.8pp | 80.0%-3.8pp |
| Annual return | 7.56% | 160.70%-153.1pp | 100.46%-92.9pp | 220.34%-212.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $369 | $5,619-93.4% | $4,917-92.5% | $6,407-94.2% |
| Admin fee / account holder | $8,368 | $15,028-44.3% | $12,439-32.7% | $12,270-31.8% |