Filed April 16, 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 | $89,009 | $138,075-35.5% | $123,552-28.0% | $135,379-34.3% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -9.40% | 153.70%-163.1pp | 119.20%-128.6pp | 519.79%-529.2pp |
| Employer contribution / active EE | $3,522 | $5,152-31.6% | $4,628-23.9% | $4,779-26.3% |
| Participant deferral / active EE | $6,547 | $6,800-3.7% | $6,426+1.9% | $5,609+16.7% |
| Admin fee / account holder | $3,526 | $10,917-67.7% | $9,285-62.0% | $10,828-67.4% |