Filed November 21, 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 | $14,092 | $77,908-81.9% | $149,696-90.6% | $75,173-81.3% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 7.38% | 31.73%-24.3pp | 134.46%-127.1pp | 160.72%-153.3pp |
| Employer contribution / active EE | $685 | $3,138-78.2% | $4,821-85.8% | $2,671-74.4% |
| Participant deferral / active EE | $1,142 | $3,411-66.5% | $5,682-79.9% | $4,126-72.3% |
| Admin fee / account holder | $1,323 | $5,950-77.8% | $13,212-90.0% | $5,651-76.6% |