Filed October 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,221 | $185,905-46.1% | $170,057-41.1% | $139,487-28.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.21% | 60.56%-50.4pp | 53.42%-43.2pp | 373.84%-363.6pp |
| Employer contribution / active EE | $9,587 | $7,597+26.2% | $6,790+41.2% | $4,755+101.6% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $802 | $15,397-94.8% | $12,826-93.7% | $11,407-93.0% |