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 | $100,419 | $109,359-8.2% | $162,185-38.1% | $72,976+37.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 7.01% | 25.46%-18.4pp | 115.61%-108.6pp | 81.02%-74.0pp |
| Employer contribution / active EE | $2,029 | $3,907-48.1% | $5,613-63.8% | $2,440-16.8% |
| Participant deferral / active EE | $4,151 | $5,481-24.3% | $7,297-43.1% | $3,608+15.1% |
| Admin fee / account holder | $8,342 | $7,972+4.6% | $10,844-23.1% | $5,124+62.8% |