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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 | $196,208 | $148,629+32.0% | $135,982+44.3% | $139,487+40.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 765.46% | 79.33%+686.1pp | 68.32%+697.1pp | 373.84%+391.6pp |
| Employer contribution / active EE | $13,480 | $5,247+156.9% | $4,859+177.4% | $4,755+183.5% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,184 | $12,406-90.5% | $10,767-89.0% | $11,407-89.6% |