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 | $16,923 | $53,128-68.1% | $86,582-80.5% | $70,126-75.9% |
| Participation rate | 73.2% | 65.3%+7.9pp | 73.5%-0.3pp | 69.5%+3.7pp |
| Annual return | 10.95% | 27.66%-16.7pp | 965.08%-954.1pp | 73.15%-62.2pp |
| Employer contribution / active EE | $407 | $2,068-80.3% | $2,839-85.7% | $2,343-82.6% |
| Participant deferral / active EE | $1,137 | $2,695-57.8% | $3,609-68.5% | $3,332-65.9% |
| Admin fee / account holder | $1,413 | $3,584-60.6% | $4,904-71.2% | $4,645-69.6% |