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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 | $210,182 | $202,342+3.9% | $172,753+21.7% | $152,909+37.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 100.74% | 1029.88%-929.1pp | 803.00%-702.3pp | 345.46%-244.7pp |
| Employer contribution / active EE | $6,364 | $5,857+8.6% | $5,144+23.7% | $4,764+33.6% |
| Participant deferral / active EE | $357 | $5,948-94.0% | $5,198-93.1% | $5,851-93.9% |
| Admin fee / account holder | $6,032 | $17,112-64.7% | $13,956-56.8% | $11,601-48.0% |