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 | $20,584 | $54,763-62.4% | $90,324-77.2% | $72,976-71.8% |
| Participation rate | 91.4% | 65.2%+26.3pp | 73.3%+18.1pp | 69.5%+21.9pp |
| Annual return | 3.48% | 30.63%-27.2pp | 78.15%-74.7pp | 81.02%-77.5pp |
| Employer contribution / active EE | $774 | $2,093-63.0% | $2,856-72.9% | $2,440-68.3% |
| Participant deferral / active EE | $1,808 | $2,887-37.4% | $3,885-53.5% | $3,608-49.9% |
| Admin fee / account holder | $323 | $3,973-91.9% | $5,356-94.0% | $5,124-93.7% |