Filed June 24, 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 | $67,025 | $56,484+18.7% | $169,452-60.4% | $64,181+4.4% |
| Participation rate | 92.5% | 64.5%+28.0pp | 77.8%+14.7pp | 69.6%+22.9pp |
| Annual return | -8.76% | -1.55%-7.2pp | 1.83%-10.6pp | 7.63%-16.4pp |
| Employer contribution / active EE | $3,693 | $1,832+101.5% | $4,157-11.2% | $2,381+55.1% |
| Participant deferral / active EE | $7,553 | $3,448+119.1% | $5,277+43.1% | $3,470+117.7% |
| Admin fee / account holder | $952 | $4,174-77.2% | $9,110-89.5% | $4,887-80.5% |