Filed October 14, 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 | $33,683 | $101,653-66.9% | $147,080-77.1% | $74,459-54.8% |
| Participation rate | 90.6% | 75.6%+15.0pp | 82.2%+8.4pp | 67.2%+23.3pp |
| Annual return | 10.97% | 8754.98%-8744.0pp | 420.17%-409.2pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $2,048 | $3,813-46.3% | $4,933-58.5% | $2,626-22.0% |
| Participant deferral / active EE | $3,787 | $7,304-48.1% | $8,066-53.0% | $4,350-12.9% |
| Admin fee / account holder | $3,134 | $1,752+78.9% | $12,989-75.9% | $1,945+61.2% |