Filed January 11, 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 | $67,091 | $146,267-54.1% | $197,124-66.0% | $82,448-18.6% |
| Participation rate | 81.5% | 84.0%-2.5pp | 86.7%-5.2pp | 68.1%+13.4pp |
| Annual return | 12.56% | 29.61%-17.1pp | 44.34%-31.8pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,844 | $4,723-39.8% | $6,227-54.3% | $2,551+11.5% |
| Participant deferral / active EE | $3,595 | $7,035-48.9% | $9,135-60.6% | $4,139-13.2% |
| Admin fee / account holder | $3,239 | $14,422-77.5% | $16,298-80.1% | $7,234-55.2% |