Filed June 10, 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 | $21,335 | $106,749-80.0% | $145,433-85.3% | $82,448-74.1% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.1%+11.2pp | 68.1%+25.3pp |
| Annual return | 53.48% | 27.59%+25.9pp | 66.58%-13.1pp | 41.64%+11.8pp |
| Employer contribution / active EE | $1,691 | $3,444-50.9% | $4,554-62.9% | $2,551-33.7% |
| Participant deferral / active EE | $8,878 | $6,519+36.2% | $7,897+12.4% | $4,139+114.5% |
| Admin fee / account holder | $2,032 | $8,390-75.8% | $13,129-84.5% | $7,234-71.9% |