Filed October 18, 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 | $54,829 | $72,177-24.0% | $115,038-52.3% | $59,633-8.1% |
| Participation rate | 74.3% | 72.6%+1.7pp | 81.4%-7.1pp | 68.7%+5.6pp |
| Annual return | -3.12% | 12.02%-15.1pp | 26.14%-29.3pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $1,333 | $2,841-53.1% | $4,608-71.1% | $2,203-39.5% |
| Participant deferral / active EE | $5,058 | $4,783+5.7% | $6,026-16.1% | $3,192+58.5% |
| Admin fee / account holder | $544 | $4,927-89.0% | $8,175-93.3% | $4,297-87.3% |