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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,972 | $91,525+94.5% | $130,026+36.9% | $75,181+136.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 0.00% | -631.40%+631.4pp | -137.26%+137.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $23,258 | $2,844+717.8% | $4,321+438.2% | $2,671+770.9% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,973 | $6,778-56.1% | $10,608-72.0% | $5,650-47.4% |