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 | $101,591-66.8% | $147,096-77.1% | $74,429-54.7% |
| Participation rate | 90.6% | 75.5%+15.0pp | 82.2%+8.4pp | 67.2%+23.4pp |
| Annual return | 10.97% | 8746.45%-8735.5pp | 419.75%-408.8pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $2,048 | $3,813-46.3% | $4,936-58.5% | $2,625-22.0% |
| Participant deferral / active EE | $3,787 | $7,302-48.1% | $8,071-53.1% | $4,348-12.9% |
| Admin fee / account holder | $3,134 | $1,750+79.1% | $13,005-75.9% | $1,944+61.2% |