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 | $67,820 | $109,359-38.0% | $162,185-58.2% | $72,976-7.1% |
| Participation rate | 83.8% | 84.3%-0.4pp | 87.6%-3.7pp | 69.5%+14.3pp |
| Annual return | 12.45% | 25.46%-13.0pp | 115.61%-103.2pp | 81.02%-68.6pp |
| Employer contribution / active EE | $1,927 | $3,907-50.7% | $5,613-65.7% | $2,440-21.0% |
| Participant deferral / active EE | $3,797 | $5,481-30.7% | $7,297-48.0% | $3,608+5.2% |
| Admin fee / account holder | $5,991 | $7,972-24.8% | $10,844-44.7% | $5,124+16.9% |