Filed July 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 | $102,416 | $85,171+20.2% | $172,753-40.7% | $72,976+40.3% |
| Participation rate | 71.0% | 70.1%+1.0pp | 82.6%-11.6pp | 69.5%+1.5pp |
| Annual return | 15.58% | 27.32%-11.7pp | 803.00%-787.4pp | 81.02%-65.4pp |
| Employer contribution / active EE | $2,878 | $3,324-13.4% | $5,144-44.0% | $2,440+18.0% |
| Participant deferral / active EE | $5,236 | $3,260+60.6% | $5,198+0.7% | $3,608+45.1% |
| Admin fee / account holder | $10,395 | $5,880+76.8% | $13,956-25.5% | $5,124+102.9% |