Filed July 3, 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 | $28,052 | $41,377-32.2% | $109,313-74.3% | $62,881-55.4% |
| Participation rate | 71.7% | 57.5%+14.2pp | 71.3%+0.5pp | 69.3%+2.4pp |
| Annual return | 4.28% | 11.05%-6.8pp | 22.07%-17.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,158 | $1,276-9.2% | $3,892-70.2% | $2,281-49.2% |
| Participant deferral / active EE | $2,297 | $2,045+12.3% | $3,166-27.4% | $3,203-28.3% |
| Admin fee / account holder | $3,454 | $2,884+19.8% | $5,666-39.0% | $4,296-19.6% |