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 | $101,752+57.8% | $164,928-2.6% | $80,911+98.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | -21.19% | 16.73%-37.9pp | 70.08%-91.3pp | 35.63%-56.8pp |
| Employer contribution / active EE | $24,059 | $2,953+714.6% | $4,343+453.9% | $2,756+773.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $22,058 | $8,218+168.4% | $12,684+73.9% | $6,935+218.1% |