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 | $114,395 | $64,359+77.7% | $90,161+26.9% | $70,126+63.1% |
| Participation rate | 96.2% | 70.4%+25.7pp | 76.9%+19.3pp | 69.5%+26.6pp |
| Annual return | 13.96% | 28.13%-14.2pp | 34.89%-20.9pp | 73.15%-59.2pp |
| Employer contribution / active EE | $8,026 | $2,046+292.4% | $3,318+141.9% | $2,343+242.6% |
| Participant deferral / active EE | $5,832 | $4,389+32.9% | $5,287+10.3% | $3,332+75.0% |
| Admin fee / account holder | $2,043 | $3,945-48.2% | $5,943-65.6% | $4,645-56.0% |