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 | $74,631 | $123,793-39.7% | $177,848-58.0% | $79,856-6.5% |
| Participation rate | 86.4% | 84.7%+1.7pp | 87.7%-1.4pp | 69.6%+16.7pp |
| Annual return | 10.26% | 22.82%-12.6pp | 48.33%-38.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,912 | $4,095-53.3% | $5,919-67.7% | $2,471-22.6% |
| Participant deferral / active EE | $3,312 | $5,956-44.4% | $7,714-57.1% | $3,741-11.5% |
| Admin fee / account holder | $5,385 | $7,243-25.6% | $12,431-56.7% | $5,306+1.5% |