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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 | $139,948-4.5% | $121,663+9.8% | $154,746-13.7% |
| Participation rate | 76.2% | 78.0%-1.8pp | 74.5%+1.7pp | 80.7%-4.5pp |
| Annual return | 7.56% | 230.52%-223.0pp | 147.54%-140.0pp | 172.34%-164.8pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $369 | $5,629-93.4% | $4,887-92.4% | $6,730-94.5% |
| Admin fee / account holder | $8,368 | $17,321-51.7% | $14,289-41.4% | $14,365-41.8% |