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 | $138,366-28.3% | $184,185-46.2% | $80,911+22.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.86% | 20.02%-10.2pp | 28.81%-19.0pp | 35.63%-25.8pp |
| Employer contribution / active EE | $3,870 | $4,849-20.2% | $6,426-39.8% | $2,756+40.4% |
| Participant deferral / active EE | $2,640 | $7,074-62.7% | $9,132-71.1% | $4,297-38.6% |
| Admin fee / account holder | $3,169 | $10,484-69.8% | $13,909-77.2% | $6,935-54.3% |