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 | $102,714 | $77,920+31.8% | $149,723-31.4% | $75,177+36.6% |
| Participation rate | 98.6% | 65.6%+33.0pp | 78.8%+19.8pp | 67.2%+31.3pp |
| Annual return | 8.62% | 31.72%-23.1pp | 134.50%-125.9pp | 160.75%-152.1pp |
| Employer contribution / active EE | $6,733 | $3,138+114.5% | $4,821+39.6% | $2,671+152.1% |
| Participant deferral / active EE | $7,497 | $3,411+119.8% | $5,682+31.9% | $4,126+81.7% |
| Admin fee / account holder | $8,027 | $5,951+34.9% | $13,215-39.3% | $5,651+42.0% |