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 | $21,456 | $99,875-78.5% | $146,866-85.4% | $86,983-75.3% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | -77.74% | 28.10%-105.8pp | 102.85%-180.6pp | 25.83%-103.6pp |
| Employer contribution / active EE | $23,251 | $3,224+621.1% | $4,425+425.5% | $2,584+799.6% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $9,029 | $7,838+15.2% | $13,620-33.7% | $7,856+14.9% |