Filed May 8, 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 | $136,258 | $65,961+106.6% | $180,320-24.4% | $94,015+44.9% |
| Participation rate | 97.3% | 61.3%+36.0pp | 71.5%+25.8pp | 70.8%+26.5pp |
| Annual return | 6.80% | 14.27%-7.5pp | 778.54%-771.7pp | 17.84%-11.0pp |
| Employer contribution / active EE | $5,273 | $1,737+203.5% | $4,108+28.4% | $2,790+89.0% |
| Participant deferral / active EE | $8,728 | $3,003+190.6% | $4,304+102.8% | $4,249+105.4% |
| Admin fee / account holder | $1,612 | $4,901-67.1% | $10,000-83.9% | $8,951-82.0% |