Filed May 7, 2025
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $99,169 | $138,393-28.3% | $184,256-46.2% | $80,959+22.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 9.86% | 20.01%-10.2pp | 28.85%-19.0pp | 35.67%-25.8pp |
| Employer contribution / active EE | $3,870 | $4,847-20.2% | $6,427-39.8% | $2,757+40.3% |
| Participant deferral / active EE | $2,640 | $7,076-62.7% | $9,133-71.1% | $4,300-38.6% |
| Admin fee / account holder | $3,169 | $10,489-69.8% | $13,899-77.2% | $6,925-54.2% |