Filed July 11, 2024
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,951 | $45,050+61.9% | $63,018+15.8% | $70,126+4.0% |
| Participation rate | 97.9% | 69.5%+28.4pp | 74.8%+23.1pp | 69.5%+28.3pp |
| Annual return | 52.11% | 18.76%+33.4pp | 87.62%-35.5pp | 73.15%-21.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $708 | $2,834-75.0% | $3,601-80.3% | $4,645-84.8% |