Filed April 19, 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 | $181,208 | $51,638+250.9% | $68,368+165.0% | $82,448+119.8% |
| Participation rate | 89.3% | 63.6%+25.7pp | 73.8%+15.5pp | 68.1%+21.2pp |
| Annual return | 12.47% | 37.53%-25.1pp | 292.57%-280.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $13,908 | $2,047+579.6% | $2,649+425.1% | $2,551+445.2% |
| Participant deferral / active EE | $8,286 | $2,914+184.4% | $4,123+101.0% | $4,139+100.2% |
| Admin fee / account holder | $983 | $4,643-78.8% | $5,150-80.9% | $7,234-86.4% |