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 | $68,241 | $59,804+14.1% | $81,982-16.8% | $79,856-14.5% |
| Participation rate | 89.5% | 61.6%+27.8pp | 69.3%+20.2pp | 69.6%+19.8pp |
| Annual return | 8.26% | 17.56%-9.3pp | 41.31%-33.1pp | 31.71%-23.5pp |
| Employer contribution / active EE | $2,281 | $1,713+33.1% | $2,498-8.7% | $2,471-7.7% |
| Participant deferral / active EE | $4,178 | $2,695+55.0% | $3,722+12.2% | $3,741+11.7% |
| Admin fee / account holder | $12,768 | $4,288+197.8% | $5,665+125.4% | $5,306+140.6% |