Filed October 30, 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 | $15,770 | $48,078-67.2% | $78,676-80.0% | $62,881-74.9% |
| Participation rate | 80.0% | 65.2%+14.8pp | 73.6%+6.4pp | 69.3%+10.7pp |
| Annual return | -2.20% | 31.36%-33.6pp | 62.19%-64.4pp | 20.14%-22.3pp |
| Employer contribution / active EE | $606 | $2,015-69.9% | $2,850-78.7% | $2,281-73.4% |
| Participant deferral / active EE | $1,553 | $2,587-40.0% | $3,517-55.8% | $3,203-51.5% |
| Admin fee / account holder | $4,011 | $3,206+25.1% | $4,510-11.1% | $4,296-6.6% |