Filed September 19, 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 | $39,742 | $78,423-49.3% | $95,964-58.6% | $79,856-50.2% |
| Participation rate | 81.6% | 73.5%+8.1pp | 77.1%+4.5pp | 69.6%+11.9pp |
| Annual return | 9.65% | 19.37%-9.7pp | 91.64%-82.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $2,953 | $1,945+51.8% | $2,541+16.2% | $2,471+19.5% |
| Participant deferral / active EE | $4,266 | $3,440+24.0% | $4,167+2.4% | $3,741+14.0% |
| Admin fee / account holder | $11,714 | $5,622+108.4% | $6,797+72.3% | $5,306+120.8% |