Filed January 30, 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 | $125,515 | $81,504+54.0% | $102,437+22.5% | $80,959+55.0% |
| Participation rate | 90.7% | 66.9%+23.8pp | 74.5%+16.2pp | 67.7%+23.0pp |
| Annual return | 9.85% | 25.60%-15.7pp | 24.95%-15.1pp | 35.67%-25.8pp |
| Employer contribution / active EE | $4,528 | $3,104+45.9% | $3,871+17.0% | $2,757+64.2% |
| Participant deferral / active EE | $7,414 | $3,871+91.5% | $5,060+46.5% | $4,300+72.4% |
| Admin fee / account holder | $25,208 | $6,719+275.2% | $8,388+200.5% | $6,925+264.0% |