Filed March 22, 2024
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,296 | $81,258-17.2% | $105,218-36.0% | $59,633+12.8% |
| Participation rate | 97.3% | 75.4%+21.9pp | 77.2%+20.1pp | 68.7%+28.6pp |
| Annual return | 3.45% | 1.96%+1.5pp | 5.33%-1.9pp | 2041.40%-2038.0pp |
| Employer contribution / active EE | $3,208 | $2,562+25.2% | $3,255-1.4% | $2,203+45.7% |
| Participant deferral / active EE | $1,604 | $3,881-58.7% | $4,867-67.0% | $3,192-49.7% |
| Admin fee / account holder | $5,617 | $5,841-3.8% | $6,992-19.7% | $4,297+30.7% |