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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 | $198,801 | $180,459+10.2% | $154,108+29.0% | $135,380+46.8% |
| Participation rate | 90.5% | 87.4%+3.1pp | 83.0%+7.4pp | 82.6%+7.8pp |
| Annual return | 75.69% | 888.21%-812.5pp | 735.21%-659.5pp | 519.81%-444.1pp |
| Employer contribution / active EE | $21,128 | $6,035+250.1% | $5,298+298.8% | $4,779+342.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,646 | $16,145-58.8% | $13,411-50.4% | $10,828-38.6% |