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 | $53,249 | $58,099-8.3% | $76,902-30.8% | $75,177-29.2% |
| Participation rate | 76.3% | 63.9%+12.4pp | 69.6%+6.7pp | 67.2%+9.1pp |
| Annual return | 12.57% | 26.71%-14.1pp | 37.91%-25.3pp | 160.75%-148.2pp |
| Employer contribution / active EE | $1,382 | $1,996-30.8% | $2,534-45.5% | $2,671-48.3% |
| Participant deferral / active EE | $2,588 | $2,999-13.7% | $3,833-32.5% | $4,126-37.3% |
| Admin fee / account holder | $7,192 | $4,778+50.5% | $5,479+31.3% | $5,651+27.3% |