Filed January 2, 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 | $160,575 | $101,795+57.7% | $165,100-2.7% | $80,959+98.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -21.19% | 16.73%-37.9pp | 70.21%-91.4pp | 35.67%-56.9pp |
| Employer contribution / active EE | $24,059 | $2,954+714.5% | $4,348+453.3% | $2,757+772.6% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $22,058 | $8,221+168.3% | $12,696+73.7% | $6,925+218.5% |