Filed August 21, 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 | $80,238 | $52,580+52.6% | $71,671+12.0% | $70,126+14.4% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | -9.42% | 20.25%-29.7pp | 20.65%-30.1pp | 73.15%-82.6pp |
| Employer contribution / active EE | $7,299 | $1,616+351.8% | $2,460+196.7% | $2,343+211.6% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,630 | $3,653-28.0% | $5,558-52.7% | $4,645-43.4% |