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 | $105,299 | $107,368-1.9% | $92,915+13.3% | $152,909-31.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 9.97% | 145.64%-135.7pp | 109.45%-99.5pp | 345.46%-335.5pp |
| Employer contribution / active EE | $2,845 | $4,222-32.6% | $3,653-22.1% | $4,764-40.3% |
| Participant deferral / active EE | $13,102 | $4,848+170.3% | $4,238+209.1% | $5,851+123.9% |
| Admin fee / account holder | $500 | $7,082-92.9% | $5,796-91.4% | $11,601-95.7% |