Filed January 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 | $82,725 | $72,071+14.8% | $68,368+21.0% | $137,256-39.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 11.95% | 353.14%-341.2pp | 292.57%-280.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $10,427 | $2,788+274.0% | $2,649+293.6% | $4,156+150.9% |
| Participant deferral / active EE | $13,985 | $4,410+217.1% | $4,123+239.2% | $6,407+118.3% |
| Admin fee / account holder | $45,763 | $5,336+757.7% | $5,150+788.6% | $12,270+273.0% |