Filed April 26, 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 | $42,473 | $162,812-73.9% | $133,971-68.3% | $158,966-73.3% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 4.01% | 41.94%-37.9pp | 45.09%-41.1pp | 302.95%-298.9pp |
| Employer contribution / active EE | $1,479 | $4,976-70.3% | $3,919-62.3% | $4,762-69.0% |
| Participant deferral / active EE | $2,848 | $5,910-51.8% | $5,047-43.6% | $5,983-52.4% |
| Admin fee / account holder | $905 | $11,741-92.3% | $8,929-89.9% | $11,250-92.0% |