Filed February 13, 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 | $198,064 | $106,280+86.4% | $96,538+105.2% | $139,487+42.0% |
| Participation rate | 77.3% | 77.8%-0.6pp | 74.3%+2.9pp | 80.3%-3.1pp |
| Annual return | -5.12% | 38.48%-43.6pp | 35.74%-40.9pp | 373.84%-379.0pp |
| Employer contribution / active EE | $1,853 | $4,107-54.9% | $3,740-50.5% | $4,755-61.0% |
| Participant deferral / active EE | $4,800 | $5,457-12.0% | $4,880-1.6% | $6,713-28.5% |
| Admin fee / account holder | $15,603 | $7,888+97.8% | $6,737+131.6% | $11,407+36.8% |