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 | $365,120 | $58,714+521.9% | $142,874+155.6% | $85,856+325.3% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 41.01% | 27.73%+13.3pp | 5638.58%-5597.6pp | 318.58%-277.6pp |
| Employer contribution / active EE | $16,938 | $1,423+1090.2% | $4,145+308.7% | $2,565+560.3% |
| Participant deferral / active EE | $0 | $2,608-100.0% | $3,838-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,191 | $4,241-1.2% | $6,561-36.1% | $6,261-33.1% |