Filed October 18, 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,763 | $102,429-91.4% | $147,096-94.0% | $80,925-89.2% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | -204.47% | 135.02%-339.5pp | 419.75%-624.2pp | 35.65%-240.1pp |
| Employer contribution / active EE | $28,395 | $3,716+664.2% | $4,936+475.3% | $2,756+930.2% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,834 | $7,957-1.5% | $13,005-39.8% | $6,940+12.9% |