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 | $106,864+213.6% | $147,318+127.5% | $82,637+305.5% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.1%+14.6pp | 68.1%+28.6pp |
| Annual return | 13.55% | 27.49%-13.9pp | 70.43%-56.9pp | 53.51%-40.0pp |
| Employer contribution / active EE | $10,320 | $3,417+202.1% | $4,593+124.7% | $2,552+304.4% |
| Participant deferral / active EE | $8,498 | $6,496+30.8% | $7,906+7.5% | $4,126+106.0% |
| Admin fee / account holder | $14,337 | $8,415+70.4% | $13,708+4.6% | $7,339+95.4% |