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 | $110,137+75.1% | $161,149+19.6% | $82,637+133.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 2.70% | 20.69%-18.0pp | 21.16%-18.5pp | 53.51%-50.8pp |
| Employer contribution / active EE | $24,665 | $2,856+763.6% | $4,360+465.7% | $2,552+866.5% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $22,532 | $9,467+138.0% | $15,194+48.3% | $7,339+207.0% |