Filed January 23, 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 | $85,322 | $87,834-2.9% | $133,975-36.3% | $62,881+35.7% |
| Participation rate | 98.8% | 83.4%+15.5pp | 87.1%+11.8pp | 69.3%+29.5pp |
| Annual return | -0.02% | 12.05%-12.1pp | 29.29%-29.3pp | 20.14%-20.2pp |
| Employer contribution / active EE | $1,873 | $3,482-46.2% | $5,211-64.1% | $2,281-17.9% |
| Participant deferral / active EE | $3,792 | $4,812-21.2% | $6,282-39.6% | $3,203+18.4% |
| Admin fee / account holder | $8,264 | $5,372+53.8% | $9,324-11.4% | $4,296+92.4% |