Filed November 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 | $228,001 | $78,520+190.4% | $96,576+136.1% | $82,448+176.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 13.26% | 41.30%-28.0pp | 38.47%-25.2pp | 41.64%-28.4pp |
| Employer contribution / active EE | $8,981 | $2,630+241.5% | $3,553+152.8% | $2,551+252.1% |
| Participant deferral / active EE | $7,538 | $6,754+11.6% | $7,956-5.3% | $4,139+82.1% |
| Admin fee / account holder | $2,628 | $13,455-80.5% | $11,381-76.9% | $7,234-63.7% |