Filed January 16, 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 | $88,097 | $81,358+8.3% | $155,556-43.4% | $80,959+8.8% |
| Participation rate | 77.1% | 66.3%+10.8pp | 78.2%-1.1pp | 67.7%+9.4pp |
| Annual return | 10.25% | 33.39%-23.1pp | 64.84%-54.6pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,412 | $3,106-54.5% | $4,675-69.8% | $2,757-48.8% |
| Participant deferral / active EE | $6,906 | $3,455+99.9% | $5,631+22.7% | $4,300+60.6% |
| Admin fee / account holder | $17,076 | $7,994+113.6% | $15,885+7.5% | $6,925+146.6% |