Filed December 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 | $99,000 | $54,320+82.3% | $67,652+46.3% | $52,331+89.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -2.51% | 6.81%-9.3pp | 6625.40%-6627.9pp | 4.54%-7.1pp |
| Employer contribution / active EE | $4,515 | $1,544+192.5% | $2,266+99.3% | $1,882+139.9% |
| Participant deferral / active EE | $3,692 | $2,950+25.1% | $3,560+3.7% | $3,022+22.2% |
| Admin fee / account holder | $1,955 | $527+271.3% | $4,821-59.4% | $592+230.5% |