Filed March 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 | $67,965 | $96,137-29.3% | $135,987-50.0% | $80,911-16.0% |
| Participation rate | 91.7% | 71.2%+20.4pp | 76.4%+15.2pp | 67.6%+24.0pp |
| Annual return | 7.97% | 28.70%-20.7pp | 579.77%-571.8pp | 35.63%-27.7pp |
| Employer contribution / active EE | $5,494 | $3,350+64.0% | $4,214+30.4% | $2,756+99.3% |
| Participant deferral / active EE | $2,834 | $5,706-50.3% | $7,027-59.7% | $4,297-34.0% |
| Admin fee / account holder | $4,183 | $8,236-49.2% | $6,716-37.7% | $6,935-39.7% |