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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 | $174,001 | $171,867+1.2% | $149,721+16.2% | $147,586+17.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 46.98% | 2113.36%-2066.4pp | 1501.67%-1454.7pp | 578.59%-531.6pp |
| Employer contribution / active EE | $7,985 | $6,275+27.3% | $5,444+46.7% | $4,876+63.8% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $27,091 | $13,799+96.3% | $11,282+140.1% | $10,886+148.9% |