Filed August 9, 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 | $182,663 | $54,763+233.6% | $90,324+102.2% | $72,976+150.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 15.75% | 30.63%-14.9pp | 78.15%-62.4pp | 81.02%-65.3pp |
| Employer contribution / active EE | $17,243 | $2,093+723.7% | $2,856+503.8% | $2,440+606.7% |
| Participant deferral / active EE | $8,604 | $2,887+198.0% | $3,885+121.4% | $3,608+138.5% |
| Admin fee / account holder | $59,873 | $3,973+1406.8% | $5,356+1017.9% | $5,124+1068.5% |