Filed January 24, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,427 | $101,653-74.0% | $147,080-82.0% | $74,459-64.5% |
| Participation rate | 88.2% | 75.6%+12.7pp | 82.2%+6.1pp | 67.2%+21.0pp |
| Annual return | 28.89% | 8754.98%-8726.1pp | 420.17%-391.3pp | 1369.70%-1340.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,219 | $7,304+39.9% | $8,066+26.7% | $4,350+135.0% |
| Admin fee / account holder | $2,846 | $1,752+62.5% | $12,989-78.1% | $1,945+46.3% |