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 | $51,638+174.7% | $68,368+107.5% | $82,448+72.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 11.58% | 37.53%-25.9pp | 292.57%-281.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $3,701 | $2,047+80.8% | $2,649+39.7% | $2,551+45.1% |
| Participant deferral / active EE | $7,566 | $2,914+159.7% | $4,123+83.5% | $4,139+82.8% |
| Admin fee / account holder | $16,757 | $4,643+260.9% | $5,150+225.4% | $7,234+131.6% |