Filed November 7, 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 | $26,549 | $77,908-65.9% | $149,696-82.3% | $75,173-64.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.88% | 31.73%-18.8pp | 134.46%-121.6pp | 160.72%-147.8pp |
| Employer contribution / active EE | $4,033 | $3,138+28.5% | $4,821-16.3% | $2,671+51.0% |
| Participant deferral / active EE | $5,641 | $3,411+65.4% | $5,682-0.7% | $4,126+36.7% |
| Admin fee / account holder | $7,407 | $5,950+24.5% | $13,212-43.9% | $5,651+31.1% |