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 | $575,701 | $49,897+1053.8% | $80,648+613.8% | $75,177+665.8% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | -1.15% | 34.68%-35.8pp | 937.21%-938.4pp | 160.75%-161.9pp |
| Employer contribution / active EE | $313 | $1,699-81.6% | $2,724-88.5% | $2,671-88.3% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $81,671 | $3,579+2182.2% | $5,382+1417.5% | $5,651+1345.2% |