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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,172 | $95,406-87.2% | $185,849-93.5% | $85,847-85.8% |
| Participation rate | 80.6% | 68.8%+11.8pp | 81.7%-1.1pp | 69.3%+11.3pp |
| Annual return | 9.30% | 23.59%-14.3pp | 122.10%-112.8pp | 318.61%-309.3pp |
| Employer contribution / active EE | $1,202 | $3,314-63.7% | $5,169-76.7% | $2,565-53.1% |
| Participant deferral / active EE | $1,328 | $3,424-61.2% | $5,569-76.1% | $3,952-66.4% |
| Admin fee / account holder | $1,822 | $7,214-74.7% | $16,244-88.8% | $6,261-70.9% |