Filed December 19, 2023
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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 | $46,332 | $85,766-46.0% | $136,298-66.0% | $70,126-33.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 4.35% | 31.46%-27.1pp | 5156.27%-5151.9pp | 73.15%-68.8pp |
| Employer contribution / active EE | $3,099 | $2,966+4.5% | $4,696-34.0% | $2,343+32.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,812 | $5,421+7.2% | $9,244-37.1% | $4,645+25.1% |