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 | $106,865 | $201,372-46.9% | $184,260-42.0% | $145,884-26.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.76% | 29.04%-21.3pp | 28.84%-21.1pp | 551.85%-544.1pp |
| Employer contribution / active EE | $10,057 | $7,024+43.2% | $6,427+56.5% | $4,662+115.7% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $602 | $16,362-96.3% | $13,898-95.7% | $13,392-95.5% |