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 | $67,072 | $100,060-33.0% | $149,721-55.2% | $70,126-4.4% |
| Participation rate | 98.5% | 83.6%+14.9pp | 87.1%+11.4pp | 69.5%+29.0pp |
| Annual return | 11.30% | 27.46%-16.2pp | 1501.67%-1490.4pp | 73.15%-61.8pp |
| Employer contribution / active EE | $2,020 | $3,661-44.8% | $5,444-62.9% | $2,343-13.8% |
| Participant deferral / active EE | $1,885 | $4,982-62.2% | $6,568-71.3% | $3,332-43.4% |
| Admin fee / account holder | $11,152 | $8,285+34.6% | $11,282-1.2% | $4,645+140.1% |