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 | $90,939 | $125,797-27.7% | $170,057-46.5% | $75,177+21.0% |
| Participation rate | 97.6% | 83.6%+14.0pp | 87.0%+10.6pp | 67.2%+30.4pp |
| Annual return | 7.02% | 27.20%-20.2pp | 53.42%-46.4pp | 160.75%-153.7pp |
| Employer contribution / active EE | $2,139 | $4,616-53.7% | $6,790-68.5% | $2,671-19.9% |
| Participant deferral / active EE | $3,613 | $6,838-47.2% | $10,411-65.3% | $4,126-12.4% |
| Admin fee / account holder | $19,831 | $8,177+142.5% | $12,826+54.6% | $5,651+250.9% |