Filed June 9, 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 | $109,981 | $72,269+52.2% | $101,271+8.6% | $79,852+37.7% |
| Participation rate | 90.2% | 68.5%+21.7pp | 75.8%+14.4pp | 69.6%+20.6pp |
| Annual return | 8.17% | 22.29%-14.1pp | 46.48%-38.3pp | 31.72%-23.5pp |
| Employer contribution / active EE | $2,268 | $2,692-15.8% | $3,660-38.0% | $2,471-8.2% |
| Participant deferral / active EE | $4,798 | $3,282+46.2% | $4,371+9.8% | $3,740+28.3% |
| Admin fee / account holder | $32,396 | $4,401+636.1% | $5,948+444.7% | $5,306+510.5% |