Filed January 30, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $575,147 | $166,242+246.0% | $165,071+248.4% | $145,884+294.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.12% | 100.44%-92.3pp | 70.17%-62.0pp | 551.85%-543.7pp |
| Employer contribution / active EE | $51,572 | $5,283+876.2% | $4,347+1086.3% | $4,662+1006.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,467 | $16,658-67.2% | $12,695-56.9% | $13,392-59.2% |