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 | $54,757+233.6% | $90,287+102.3% | $72,986+150.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 15.75% | 30.63%-14.9pp | 78.10%-62.3pp | 81.01%-65.3pp |
| Employer contribution / active EE | $17,243 | $2,092+724.0% | $2,855+504.1% | $2,440+606.7% |
| Participant deferral / active EE | $8,604 | $2,887+198.1% | $3,885+121.5% | $3,607+138.5% |
| Admin fee / account holder | $59,873 | $3,972+1407.5% | $5,351+1018.8% | $5,124+1068.4% |