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 | $134,966 | $75,962+77.7% | $154,108-12.4% | $64,173+110.3% |
| Participation rate | 96.0% | 70.4%+25.6pp | 83.0%+13.0pp | 69.6%+26.4pp |
| Annual return | -9.33% | 30.32%-39.6pp | 735.21%-744.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $2,820 | $3,350-15.8% | $5,298-46.8% | $2,381+18.5% |
| Participant deferral / active EE | $6,841 | $3,175+115.5% | $5,081+34.7% | $3,470+97.2% |
| Admin fee / account holder | $4,463 | $5,589-20.2% | $13,411-66.7% | $4,887-8.7% |