Filed February 7, 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 | $64,084 | $146,267-56.2% | $197,124-67.5% | $82,448-22.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 12.81% | 29.61%-16.8pp | 44.34%-31.5pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,208 | $4,723-53.3% | $6,227-64.5% | $2,551-13.5% |
| Participant deferral / active EE | $4,274 | $7,035-39.2% | $9,135-53.2% | $4,139+3.3% |
| Admin fee / account holder | $29,079 | $14,422+101.6% | $16,298+78.4% | $7,234+302.0% |