Filed May 20, 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 | $24,867 | $45,082-44.8% | $69,464-64.2% | $72,975-65.9% |
| Participation rate | 91.2% | 68.5%+22.7pp | 74.6%+16.6pp | 69.5%+21.7pp |
| Annual return | 1.64% | 22.66%-21.0pp | 28.98%-27.3pp | 81.01%-79.4pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,542 | $2,604+36.0% | $3,536+0.2% | $3,608-1.8% |
| Admin fee / account holder | $562 | $3,057-81.6% | $3,840-85.4% | $5,124-89.0% |