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 | $71,153 | $95,762-25.7% | $379,746-81.3% | $79,858-10.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | 5.34% | 18.26%-12.9pp | 34.90%-29.6pp | 31.72%-26.4pp |
| Employer contribution / active EE | $2,853 | $2,695+5.8% | $3,540-19.4% | $2,471+15.5% |
| Participant deferral / active EE | $2,381 | $4,705-49.4% | $6,024-60.5% | $3,740-36.3% |
| Admin fee / account holder | $7,045 | $6,745+4.4% | $7,927-11.1% | $5,306+32.8% |