Filed December 4, 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 | $133,398 | $106,749+25.0% | $145,433-8.3% | $82,448+61.8% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 13.55% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,936 | $3,444-14.8% | $4,554-35.5% | $2,551+15.1% |
| Participant deferral / active EE | $11,252 | $6,519+72.6% | $7,897+42.5% | $4,139+171.8% |
| Admin fee / account holder | $12,732 | $8,390+51.8% | $13,129-3.0% | $7,234+76.0% |