Filed October 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 | $157,543 | $65,704+139.8% | $94,229+67.2% | $59,633+164.2% |
| Participation rate | 80.0% | 72.1%+7.9pp | 78.8%+1.2pp | 68.7%+11.3pp |
| Annual return | -5.12% | 5.22%-10.3pp | 10.68%-15.8pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $4,707 | $2,021+133.0% | $3,587+31.2% | $2,203+113.7% |
| Participant deferral / active EE | $8,658 | $3,143+175.5% | $4,320+100.4% | $3,192+171.3% |
| Admin fee / account holder | $4,734 | $4,265+11.0% | $6,269-24.5% | $4,297+10.2% |