Filed May 2, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,879 | $72,272+179.3% | $101,255+99.4% | $79,860+152.8% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.8%+17.9pp | 69.6%+24.1pp |
| Annual return | 9.84% | 22.30%-12.5pp | 46.48%-36.6pp | 31.72%-21.9pp |
| Employer contribution / active EE | $8,342 | $2,692+209.9% | $3,660+127.9% | $2,471+237.6% |
| Participant deferral / active EE | $8,339 | $3,282+154.1% | $4,370+90.8% | $3,740+123.0% |
| Admin fee / account holder | $20,827 | $4,401+373.3% | $5,946+250.3% | $5,306+292.5% |