Filed April 25, 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 | $153,553 | $140,592+9.2% | $123,106+24.7% | $125,388+22.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.15% | 16.80%-20.9pp | 13.22%-17.4pp | 282.24%-286.4pp |
| Employer contribution / active EE | $10,437 | $6,041+72.8% | $5,151+102.6% | $4,866+114.5% |
| Participant deferral / active EE | $11,103 | $6,980+59.1% | $6,229+78.2% | $5,352+107.5% |
| Admin fee / account holder | $2,938 | $11,198-73.8% | $9,015-67.4% | $9,541-69.2% |