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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 | $205,437 | $202,342+1.5% | $172,753+18.9% | $152,909+34.4% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.5%+11.3pp |
| Annual return | 23.91% | 1029.88%-1006.0pp | 803.00%-779.1pp | 345.46%-321.6pp |
| Employer contribution / active EE | $5,235 | $5,857-10.6% | $5,144+1.8% | $4,764+9.9% |
| Participant deferral / active EE | $1,599 | $5,948-73.1% | $5,198-69.2% | $5,851-72.7% |
| Admin fee / account holder | $31,725 | $17,112+85.4% | $13,956+127.3% | $11,601+173.5% |