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 | $33,220 | $101,763-67.4% | $164,866-79.9% | $80,874-58.9% |
| Participation rate | 98.7% | 71.8%+26.9pp | 78.6%+20.1pp | 67.6%+31.1pp |
| Annual return | 5.91% | 16.73%-10.8pp | 69.97%-64.1pp | 35.62%-29.7pp |
| Employer contribution / active EE | $13,718 | $2,954+364.3% | $4,343+215.9% | $2,756+397.8% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,063 | $8,228-62.8% | $12,689-75.9% | $6,935-55.8% |