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 | $63,845+2.2% | $81,370-19.8% | $80,959-19.4% |
| Participation rate | 75.4% | 63.9%+11.6pp | 69.5%+5.9pp | 67.7%+7.8pp |
| Annual return | 8.72% | 16.37%-7.7pp | 24.85%-16.1pp | 35.67%-27.0pp |
| Employer contribution / active EE | $1,352 | $1,980-31.7% | $2,464-45.1% | $2,757-51.0% |
| Participant deferral / active EE | $2,508 | $3,093-18.9% | $3,885-35.4% | $4,300-41.7% |
| Admin fee / account holder | $6,541 | $5,688+15.0% | $5,749+13.8% | $6,925-5.5% |