Filed November 12, 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 | $363,471 | $81,504+346.0% | $102,437+254.8% | $80,959+349.0% |
| Participation rate | 97.1% | 66.9%+30.3pp | 74.5%+22.6pp | 67.7%+29.5pp |
| Annual return | 10.34% | 25.60%-15.3pp | 24.95%-14.6pp | 35.67%-25.3pp |
| Employer contribution / active EE | $13,651 | $3,104+339.8% | $3,871+252.7% | $2,757+395.1% |
| Participant deferral / active EE | $10,520 | $3,871+171.8% | $5,060+107.9% | $4,300+144.6% |
| Admin fee / account holder | $14,730 | $6,719+119.2% | $8,388+75.6% | $6,925+112.7% |