Filed March 4, 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 | $4,873 | $75,832-93.6% | $147,617-96.7% | $59,633-91.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.64% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $1,761 | $3,485-49.5% | $5,564-68.4% | $2,203-20.0% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $762 | $5,986-87.3% | $11,612-93.4% | $4,297-82.3% |