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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 | $175,398 | $180,466-2.8% | $154,114+13.8% | $135,382+29.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.79% | 888.15%-885.4pp | 735.16%-732.4pp | 519.77%-517.0pp |
| Employer contribution / active EE | $11,429 | $6,035+89.4% | $5,298+115.7% | $4,779+139.2% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $29,890 | $16,144+85.1% | $13,411+122.9% | $10,829+176.0% |