Filed April 14, 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 | $150,479 | $51,184+194.0% | $66,439+126.5% | $86,983+73.0% |
| Participation rate | 78.9% | 68.5%+10.5pp | 74.5%+4.5pp | 69.5%+9.4pp |
| Annual return | 5.00% | 17.07%-12.1pp | 757.66%-752.7pp | 25.83%-20.8pp |
| Employer contribution / active EE | $4,361 | $2,023+115.6% | $2,637+65.4% | $2,584+68.7% |
| Participant deferral / active EE | $3,846 | $2,927+31.4% | $3,876-0.8% | $4,194-8.3% |
| Admin fee / account holder | $1,561 | $4,154-62.4% | $6,173-74.7% | $7,856-80.1% |