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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 | $211,911 | $175,231+20.9% | $149,696+41.6% | $139,466+51.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1461.79% | 166.77%+1295.0pp | 134.46%+1327.3pp | 373.66%+1088.1pp |
| Employer contribution / active EE | $12,000 | $5,478+119.1% | $4,821+148.9% | $4,754+152.4% |
| Participant deferral / active EE | $1,654 | $6,521-74.6% | $5,682-70.9% | $6,712-75.4% |
| Admin fee / account holder | $453 | $16,155-97.2% | $13,212-96.6% | $11,409-96.0% |