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 | $143,969-55.5% | $199,883-67.9% | $82,637-22.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 12.81% | 25.67%-12.9pp | 43.81%-31.0pp | 53.51%-40.7pp |
| Employer contribution / active EE | $2,208 | $4,632-52.3% | $6,261-64.7% | $2,552-13.5% |
| Participant deferral / active EE | $4,274 | $6,937-38.4% | $9,138-53.2% | $4,126+3.6% |
| Admin fee / account holder | $29,079 | $14,597+99.2% | $17,268+68.4% | $7,339+296.2% |