Filed July 8, 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 | $123,406 | $60,349+104.5% | $74,184+66.4% | $62,881+96.3% |
| Participation rate | 85.0% | 72.7%+12.3pp | 76.6%+8.4pp | 69.3%+15.7pp |
| Annual return | 2.98% | 21.38%-18.4pp | 17.74%-14.8pp | 20.14%-17.2pp |
| Employer contribution / active EE | $1,272 | $1,680-24.3% | $2,370-46.3% | $2,281-44.2% |
| Participant deferral / active EE | $4,206 | $2,856+47.2% | $3,550+18.5% | $3,203+31.3% |
| Admin fee / account holder | $10,895 | $4,261+155.7% | $5,586+95.1% | $4,296+153.6% |