Filed January 24, 2025
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Employer 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,260 | $123,793+141.7% | $177,827+68.3% | $79,858+274.7% |
| Participation rate | 92.3% | 84.7%+7.7pp | 87.7%+4.6pp | 69.6%+22.7pp |
| Annual return | 15.00% | 22.82%-7.8pp | 48.32%-33.3pp | 31.72%-16.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,746 | $5,956+46.8% | $7,713+13.4% | $3,740+133.8% |
| Admin fee / account holder | $4,665 | $7,243-35.6% | $12,429-62.5% | $5,306-12.1% |