Filed February 23, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,323 | $101,752+173.5% | $164,928+68.8% | $80,911+244.0% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.2pp | 67.6%+25.2pp |
| Annual return | 9.28% | 16.73%-7.4pp | 70.08%-60.8pp | 35.63%-26.3pp |
| Employer contribution / active EE | $9,724 | $2,953+229.2% | $4,343+123.9% | $2,756+252.8% |
| Participant deferral / active EE | $9,874 | $4,477+120.6% | $6,034+63.7% | $4,297+129.8% |
| Admin fee / account holder | $37,468 | $8,218+355.9% | $12,684+195.4% | $6,935+440.3% |