Filed January 19, 2024
Total covered: 19 employees
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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 | $63,202 | $100,060-36.8% | $149,721-57.8% | $70,126-9.9% |
| Participation rate | 84.6% | 83.6%+1.0pp | 87.1%-2.5pp | 69.5%+15.1pp |
| Annual return | 8.82% | 27.46%-18.6pp | 1501.67%-1492.9pp | 73.15%-64.3pp |
| Employer contribution / active EE | $1,761 | $3,661-51.9% | $5,444-67.7% | $2,343-24.8% |
| Participant deferral / active EE | $3,580 | $4,982-28.1% | $6,568-45.5% | $3,332+7.4% |
| Admin fee / account holder | $1,098 | $8,285-86.7% | $11,282-90.3% | $4,645-76.4% |