Filed September 13, 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 | $66,080 | $181,062-63.5% | $158,223-58.2% | $155,188-57.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 7.66% | 57.39%-49.7pp | 52.09%-44.4pp | 148.84%-141.2pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $209,536 | $18,825+1013.1% | $16,047+1205.8% | $14,480+1347.1% |