Filed April 18, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,852 | $61,125+132.1% | $94,057+50.8% | $87,485+62.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 11.58% | 35.20%-23.6pp | 480.62%-469.0pp | 26.06%-14.5pp |
| Employer contribution / active EE | $3,701 | $2,136+73.2% | $2,933+26.2% | $2,596+42.6% |
| Participant deferral / active EE | $7,566 | $3,260+132.1% | $4,709+60.7% | $4,274+77.0% |
| Admin fee / account holder | $16,757 | $5,629+197.7% | $7,244+131.3% | $7,775+115.5% |