Filed November 6, 2024
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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 | $164,989 | $95,406+72.9% | $185,849-11.2% | $85,847+92.2% |
| Participation rate | 93.3% | 68.8%+24.6pp | 81.7%+11.6pp | 69.3%+24.0pp |
| Annual return | 9.54% | 23.59%-14.1pp | 122.10%-112.6pp | 318.61%-309.1pp |
| Employer contribution / active EE | $1,813 | $3,314-45.3% | $5,169-64.9% | $2,565-29.3% |
| Participant deferral / active EE | $2,856 | $3,424-16.6% | $5,569-48.7% | $3,952-27.7% |
| Admin fee / account holder | $61,630 | $7,214+754.3% | $16,244+279.4% | $6,261+884.4% |