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 | $65,281 | $63,773+2.4% | $81,286-19.7% | $80,925-19.3% |
| Participation rate | 75.4% | 63.9%+11.5pp | 69.5%+5.9pp | 67.7%+7.8pp |
| Annual return | 8.72% | 16.37%-7.7pp | 24.80%-16.1pp | 35.65%-26.9pp |
| Employer contribution / active EE | $1,352 | $1,979-31.7% | $2,463-45.1% | $2,756-50.9% |
| Participant deferral / active EE | $2,508 | $3,093-18.9% | $3,883-35.4% | $4,299-41.7% |
| Admin fee / account holder | $6,541 | $5,682+15.1% | $5,764+13.5% | $6,940-5.7% |