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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,853 | $53,774+351.6% | $134,162+81.0% | $79,856+204.1% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 6.58% | 19.01%-12.4pp | 36.35%-29.8pp | 31.71%-25.1pp |
| Employer contribution / active EE | $16,082 | $1,322+1116.9% | $3,705+334.1% | $2,471+550.8% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,741-100.0% |
| Admin fee / account holder | $977 | $3,985-75.5% | $6,685-85.4% | $5,306-81.6% |