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 | $271,739 | $49,199+452.3% | $121,204+124.2% | $75,173+261.5% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 18.27% | 56.04%-37.8pp | 987.18%-968.9pp | 160.72%-142.5pp |
| Employer contribution / active EE | $15,057 | $1,547+873.1% | $4,170+261.1% | $2,671+463.7% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $633 | $3,946-84.0% | $5,651-88.8% | $5,651-88.8% |