Filed July 1, 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 | $53,068 | $55,713-4.7% | $75,901-30.1% | $72,975-27.3% |
| Participation rate | 92.1% | 61.1%+30.9pp | 69.3%+22.8pp | 69.5%+22.6pp |
| Annual return | 13.89% | 27.60%-13.7pp | 30.76%-16.9pp | 81.01%-67.1pp |
| Employer contribution / active EE | $1,667 | $1,687-1.2% | $2,501-33.4% | $2,440-31.7% |
| Participant deferral / active EE | $3,855 | $2,634+46.4% | $3,603+7.0% | $3,608+6.9% |
| Admin fee / account holder | $5,668 | $3,980+42.4% | $5,420+4.6% | $5,124+10.6% |