Filed May 23, 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 | $128,988 | $93,598+37.8% | $135,974-5.1% | $75,173+71.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 15.18% | 30.89%-15.7pp | 68.30%-53.1pp | 160.72%-145.5pp |
| Employer contribution / active EE | $6,677 | $3,538+88.7% | $4,859+37.4% | $2,671+150.0% |
| Participant deferral / active EE | $12,045 | $6,405+88.0% | $7,760+55.2% | $4,126+191.9% |
| Admin fee / account holder | $577 | $6,978-91.7% | $10,767-94.6% | $5,651-89.8% |