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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,449 | $56,894+199.6% | $84,753+101.1% | $62,881+171.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.02% | 6.30%-3.3pp | 22.78%-19.8pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,529 | $2,400-36.3% | $3,574-57.2% | $2,281-33.0% |
| Participant deferral / active EE | $8,763 | $2,709+223.5% | $3,712+136.1% | $3,203+173.6% |
| Admin fee / account holder | $10,073 | $3,581+181.3% | $5,333+88.9% | $4,296+134.5% |