Filed February 7, 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 | $134,823 | $56,438+138.9% | $76,902+75.3% | $71,529+88.5% |
| Participation rate | 74.8% | 64.3%+10.4pp | 69.6%+5.2pp | 67.9%+6.8pp |
| Annual return | 9.57% | 19.05%-9.5pp | 37.91%-28.3pp | 28.97%-19.4pp |
| Employer contribution / active EE | $3,605 | $1,864+93.5% | $2,534+42.3% | $2,590+39.2% |
| Participant deferral / active EE | $6,412 | $3,136+104.4% | $3,833+67.3% | $4,291+49.4% |
| Admin fee / account holder | $28,843 | $1,430+1916.6% | $5,479+426.5% | $1,588+1715.7% |