Filed February 20, 2025
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,631 | $52,353+533.5% | $120,225+175.8% | $82,448+302.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 9.27% | 61.85%-52.6pp | 439.23%-430.0pp | 41.64%-32.4pp |
| Employer contribution / active EE | $9,480 | $1,510+527.8% | $3,475+172.8% | $2,551+271.6% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $18,944 | $4,363+334.2% | $5,696+232.6% | $7,234+161.9% |