Filed November 18, 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 | $784,769 | $110,083+612.9% | $151,639+417.5% | $68,486+1045.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.68% | -10.12%-9.6pp | 3.34%-23.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $27,917 | $4,470+524.5% | $6,165+352.8% | $2,597+975.1% |
| Participant deferral / active EE | $15,600 | $6,526+139.0% | $8,363+86.5% | $4,028+287.3% |
| Admin fee / account holder | $24,062 | $7,718+211.8% | $11,613+107.2% | $5,404+345.3% |