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 | $106,524+25.2% | $152,301-12.4% | $87,485+52.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.4%-2.4pp | 68.9%+11.1pp |
| Annual return | 13.55% | 26.89%-13.3pp | 80.50%-66.9pp | 26.06%-12.5pp |
| Employer contribution / active EE | $2,936 | $3,371-12.9% | $4,624-36.5% | $2,596+13.1% |
| Participant deferral / active EE | $11,252 | $6,525+72.4% | $8,004+40.6% | $4,274+163.3% |
| Admin fee / account holder | $12,732 | $8,287+53.6% | $14,398-11.6% | $7,775+63.8% |