Filed November 12, 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 | $16,380 | $48,078-65.9% | $78,676-79.2% | $62,881-74.0% |
| Participation rate | 82.9% | 65.2%+17.7pp | 73.6%+9.3pp | 69.3%+13.6pp |
| Annual return | -4.64% | 31.36%-36.0pp | 62.19%-66.8pp | 20.14%-24.8pp |
| Employer contribution / active EE | $562 | $2,015-72.1% | $2,850-80.3% | $2,281-75.4% |
| Participant deferral / active EE | $749 | $2,587-71.1% | $3,517-78.7% | $3,203-76.6% |
| Admin fee / account holder | $2,171 | $3,206-32.3% | $4,510-51.9% | $4,296-49.5% |