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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 | $141,921 | $150,447-5.7% | $136,298+4.1% | $147,586-3.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1313.81% | 1049.15%+264.7pp | 5156.27%-3842.5pp | 578.59%+735.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,877 | $6,631-71.7% | $6,247-69.9% | $5,439-65.5% |
| Admin fee / account holder | $625 | $10,906-94.3% | $9,244-93.2% | $10,886-94.3% |