Filed May 14, 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 | $18,608 | $52,678-64.7% | $75,784-75.4% | $59,633-68.8% |
| Participation rate | 96.2% | 67.2%+29.0pp | 75.8%+20.4pp | 68.7%+27.6pp |
| Annual return | -5.98% | 2.95%-8.9pp | 9.68%-15.7pp | 2041.45%-2047.4pp |
| Employer contribution / active EE | $2,987 | $2,193+36.2% | $3,323-10.1% | $2,203+35.6% |
| Participant deferral / active EE | $3,538 | $2,591+36.6% | $3,652-3.1% | $3,192+10.9% |
| Admin fee / account holder | $2,282 | $3,610-36.8% | $5,300-56.9% | $4,297-46.9% |