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 | $161,690 | $72,492+123.0% | $87,102+85.6% | $72,983+121.5% |
| Participation rate | 92.5% | 72.8%+19.7pp | 76.9%+15.6pp | 69.5%+23.0pp |
| Annual return | 10.45% | 24.46%-14.0pp | 28.19%-17.7pp | 81.01%-70.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,122 | $3,270+87.2% | $4,048+51.2% | $3,608+69.7% |
| Admin fee / account holder | $5,444 | $5,055+7.7% | $7,491-27.3% | $5,124+6.3% |