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 | $11,822 | $65,125-81.8% | $143,797-91.8% | $66,949-82.3% |
| Participation rate | 82.0% | 65.2%+16.8pp | 80.3%+1.7pp | 69.8%+12.2pp |
| Annual return | -16.26% | -11.13%-5.1pp | -0.04%-16.2pp | 1.57%-17.8pp |
| Employer contribution / active EE | $1,188 | $2,362-49.7% | $4,952-76.0% | $2,545-53.3% |
| Participant deferral / active EE | $1,536 | $2,920-47.4% | $5,638-72.8% | $4,239-63.8% |
| Admin fee / account holder | $836 | $503+66.2% | $14,679-94.3% | $594+40.8% |