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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 | $239,895 | $209,428+14.5% | $178,498+34.4% | $158,950+50.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.32% | 188.78%-174.5pp | 151.09%-136.8pp | 302.91%-288.6pp |
| Employer contribution / active EE | $9,546 | $5,707+67.3% | $5,011+90.5% | $4,762+100.5% |
| Participant deferral / active EE | $1,110 | $5,955-81.4% | $5,202-78.7% | $5,983-81.4% |
| Admin fee / account holder | $442 | $17,077-97.4% | $13,985-96.8% | $11,248-96.1% |