Filed February 20, 2025
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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 | $307,706 | $152,597+101.6% | $117,533+161.8% | $134,532+128.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -21.09% | 53.04%-74.1pp | 29.77%-50.9pp | 418.27%-439.4pp |
| Employer contribution / active EE | $21,196 | $5,576+280.1% | $4,179+407.2% | $4,741+347.1% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,749 | $7,007-17.9% | $5,647+1.8% | $11,429-49.7% |