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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,258 | $158,852+41.2% | $121,220+85.0% | $135,380+65.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 14.08% | -0.64%+14.7pp | 16.94%-2.9pp | 519.81%-505.7pp |
| Employer contribution / active EE | $14,905 | $5,666+163.1% | $4,023+270.5% | $4,779+211.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,184 | $6,515-51.1% | $5,021-36.6% | $10,828-70.6% |