Filed July 3, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,130 | $99,875+235.5% | $146,866+128.2% | $86,983+285.3% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.5%+27.1pp |
| Annual return | 13.55% | 28.10%-14.6pp | 102.85%-89.3pp | 25.83%-12.3pp |
| Employer contribution / active EE | $10,320 | $3,224+220.1% | $4,425+133.2% | $2,584+299.3% |
| Participant deferral / active EE | $8,498 | $6,322+34.4% | $7,759+9.5% | $4,194+102.6% |
| Admin fee / account holder | $14,337 | $7,838+82.9% | $13,620+5.3% | $7,856+82.5% |