Filed April 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 | $63,239 | $100,911-37.3% | $90,440-30.1% | $158,966-60.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 4.73% | 1726.62%-1721.9pp | 1294.38%-1289.7pp | 302.95%-298.2pp |
| Employer contribution / active EE | $2,576 | $3,690-30.2% | $3,263-21.1% | $4,762-45.9% |
| Participant deferral / active EE | $5,061 | $4,348+16.4% | $3,964+27.7% | $5,983-15.4% |
| Admin fee / account holder | $14,041 | $6,507+115.8% | $5,615+150.1% | $11,250+24.8% |