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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,512 | $65,961+345.0% | $180,320+62.8% | $94,015+212.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 14.64% | 14.27%+0.4pp | 778.54%-763.9pp | 17.84%-3.2pp |
| Employer contribution / active EE | $17,871 | $1,737+928.6% | $4,108+335.1% | $2,790+540.5% |
| Participant deferral / active EE | $0 | $3,003-100.0% | $4,304-100.0% | $4,249-100.0% |
| Admin fee / account holder | $325 | $4,901-93.4% | $10,000-96.8% | $8,951-96.4% |