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 | $61,125+196.5% | $94,057+92.7% | $87,485+107.1% |
| Participation rate | 89.3% | 64.1%+25.2pp | 73.3%+15.9pp | 68.9%+20.4pp |
| Annual return | 12.47% | 35.20%-22.7pp | 480.62%-468.2pp | 26.06%-13.6pp |
| Employer contribution / active EE | $13,908 | $2,136+551.0% | $2,933+374.2% | $2,596+435.7% |
| Participant deferral / active EE | $8,286 | $3,260+154.2% | $4,709+75.9% | $4,274+93.9% |
| Admin fee / account holder | $983 | $5,629-82.5% | $7,244-86.4% | $7,775-87.4% |