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 | $56,431+141.5% | $130,788+4.2% | $87,485+55.8% |
| Participation rate | 97.3% | 58.9%+38.4pp | 70.1%+27.2pp | 68.9%+28.4pp |
| Annual return | 6.80% | 91.27%-84.5pp | 386.44%-379.6pp | 26.06%-19.3pp |
| Employer contribution / active EE | $5,273 | $1,549+240.4% | $3,558+48.2% | $2,596+103.1% |
| Participant deferral / active EE | $8,728 | $2,749+217.5% | $4,137+111.0% | $4,274+104.2% |
| Admin fee / account holder | $1,612 | $4,433-63.6% | $6,673-75.8% | $7,775-79.3% |