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 | $101,798+173.4% | $165,071+68.6% | $80,935+243.9% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.2pp | 67.7%+25.2pp |
| Annual return | 9.28% | 16.73%-7.4pp | 70.17%-60.9pp | 35.66%-26.4pp |
| Employer contribution / active EE | $9,724 | $2,954+229.1% | $4,347+123.7% | $2,757+252.7% |
| Participant deferral / active EE | $9,874 | $4,476+120.6% | $6,035+63.6% | $4,299+129.7% |
| Admin fee / account holder | $37,468 | $8,221+355.7% | $12,695+195.1% | $6,924+441.1% |