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 | $283,029 | $51,631+448.2% | $129,397+118.7% | $80,925+249.7% |
| Participation rate | 96.6% | 56.9%+39.6pp | 69.6%+26.9pp | 67.7%+28.9pp |
| Annual return | 20.30% | 20.77%-0.5pp | 9453.98%-9433.7pp | 35.65%-15.4pp |
| Employer contribution / active EE | $18,820 | $1,583+1088.8% | $4,154+353.0% | $2,756+582.8% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,299-100.0% |
| Admin fee / account holder | $58,229 | $4,309+1251.3% | $7,679+658.3% | $6,940+739.0% |