Filed October 8, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $540,053 | $48,053+1023.9% | $84,637+538.1% | $72,976+640.0% |
| Participation rate | 93.1% | 57.6%+35.5pp | 68.2%+24.9pp | 69.5%+23.6pp |
| Annual return | -3.97% | 37.39%-41.4pp | 258.82%-262.8pp | 81.02%-85.0pp |
| Employer contribution / active EE | $345 | $1,602-78.5% | $2,653-87.0% | $2,440-85.9% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $49,145 | $3,395+1347.4% | $4,914+900.0% | $5,124+859.1% |