Filed March 3, 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,901 | $54,590-21.4% | $81,726-47.5% | $73,497-41.6% |
| Participation rate | 99.1% | 68.3%+30.8pp | 72.0%+27.1pp | 70.7%+28.4pp |
| Annual return | 9.58% | 17.74%-8.2pp | 29.49%-19.9pp | 28.51%-18.9pp |
| Employer contribution / active EE | $1,901 | $1,636+16.2% | $4,311-55.9% | $2,270-16.3% |
| Participant deferral / active EE | $4,017 | $2,759+45.6% | $7,108-43.5% | $3,740+7.4% |
| Admin fee / account holder | $379 | $592-36.0% | $5,160-92.7% | $513-26.1% |