Filed August 7, 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 | $81,198 | $51,638+57.2% | $68,368+18.8% | $82,448-1.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.63% | 37.53%-24.9pp | 292.57%-279.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,975 | $2,047+94.2% | $2,649+50.1% | $2,551+55.8% |
| Participant deferral / active EE | $7,111 | $2,914+144.1% | $4,123+72.5% | $4,139+71.8% |
| Admin fee / account holder | $13,684 | $4,643+194.7% | $5,150+165.7% | $7,234+89.2% |