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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,326 | $76,634-56.5% | $56,054-40.5% | $145,978-77.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.00% | 3004.33%-2997.3pp | 1705.95%-1698.9pp | 550.52%-543.5pp |
| Employer contribution / active EE | $11,018 | $1,380+698.2% | $1,039+960.4% | $4,662+136.3% |
| Participant deferral / active EE | $0 | $2,622-100.0% | $1,952-100.0% | $6,690-100.0% |
| Admin fee / account holder | $883 | $3,321-73.4% | $2,822-68.7% | $13,400-93.4% |