Filed January 22, 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 | $53,468 | $75,832-29.5% | $147,617-63.8% | $59,633-10.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -3.38% | 0.37%-3.8pp | 61.98%-65.4pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $1,967 | $3,485-43.6% | $5,564-64.6% | $2,203-10.7% |
| Participant deferral / active EE | $4,641 | $3,131+48.2% | $4,895-5.2% | $3,192+45.4% |
| Admin fee / account holder | $4,719 | $5,986-21.2% | $11,612-59.4% | $4,297+9.8% |