Filed February 14, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,021 | $85,171-91.8% | $172,753-95.9% | $72,976-90.4% |
| Participation rate | 78.5% | 70.1%+8.4pp | 82.6%-4.2pp | 69.5%+9.0pp |
| Annual return | 26.85% | 27.32%-0.5pp | 803.00%-776.1pp | 81.02%-54.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,065 | $3,260-67.3% | $5,198-79.5% | $3,608-70.5% |
| Admin fee / account holder | $2,395 | $5,880-59.3% | $13,956-82.8% | $5,124-53.3% |