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 | $151,034 | $78,428+92.6% | $95,960+57.4% | $79,852+89.1% |
| Participation rate | 93.0% | 73.5%+19.5pp | 77.1%+15.9pp | 69.6%+23.4pp |
| Annual return | 6.19% | 19.37%-13.2pp | 91.63%-85.4pp | 31.72%-25.5pp |
| Employer contribution / active EE | $1,123 | $1,945-42.3% | $2,541-55.8% | $2,471-54.6% |
| Participant deferral / active EE | $5,622 | $3,440+63.4% | $4,167+34.9% | $3,740+50.3% |
| Admin fee / account holder | $13,103 | $5,622+133.1% | $6,797+92.8% | $5,306+146.9% |