Filed January 12, 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 | $74,927 | $154,228-51.4% | $145,433-48.5% | $137,256-45.4% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 6.64% | 74.59%-67.9pp | 66.58%-59.9pp | 220.34%-213.7pp |
| Employer contribution / active EE | $2,549 | $4,804-46.9% | $4,554-44.0% | $4,156-38.7% |
| Participant deferral / active EE | $5,193 | $8,216-36.8% | $7,897-34.2% | $6,407-18.9% |
| Admin fee / account holder | $148,176 | $14,344+933.1% | $13,129+1028.6% | $12,270+1107.6% |