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 | $109,203 | $106,008+3.0% | $92,240+18.4% | $147,586-26.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.71% | 50.05%-44.3pp | 176.29%-170.6pp | 578.59%-572.9pp |
| Employer contribution / active EE | $5,828 | $4,333+34.5% | $3,680+58.4% | $4,876+19.5% |
| Participant deferral / active EE | $32,983 | $4,478+636.5% | $3,897+746.4% | $5,439+506.4% |
| Admin fee / account holder | $5,147 | $6,333-18.7% | $5,194-0.9% | $10,886-52.7% |