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 | $117,890 | $54,757+115.3% | $90,304+30.5% | $72,975+61.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 6.02% | 30.63%-24.6pp | 78.13%-72.1pp | 81.01%-75.0pp |
| Employer contribution / active EE | $7,775 | $2,093+271.4% | $2,855+172.3% | $2,440+218.6% |
| Participant deferral / active EE | $5,773 | $2,887+100.0% | $3,885+48.6% | $3,608+60.0% |
| Admin fee / account holder | $25,726 | $3,973+547.5% | $5,354+380.5% | $5,124+402.1% |