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 | $51,236 | $48,274+6.1% | $63,244-19.0% | $59,633-14.1% |
| Participation rate | 83.1% | 66.3%+16.7pp | 71.0%+12.0pp | 68.7%+14.4pp |
| Annual return | -2.79% | -240.79%+238.0pp | -70.31%+67.5pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $2,255 | $1,586+42.1% | $2,322-2.9% | $2,203+2.4% |
| Participant deferral / active EE | $1,124 | $2,343-52.0% | $2,953-61.9% | $3,192-64.8% |
| Admin fee / account holder | $4,406 | $3,600+22.4% | $5,893-25.2% | $4,297+2.5% |