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 | $192,805 | $108,825+77.2% | $156,181+23.4% | $82,448+133.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 2.70% | 20.59%-17.9pp | 64.87%-62.2pp | 41.64%-38.9pp |
| Employer contribution / active EE | $24,665 | $2,870+759.5% | $4,294+474.4% | $2,551+866.9% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $22,532 | $9,341+141.2% | $14,586+54.5% | $7,234+211.5% |