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 | $82,038 | $137,414-40.3% | $189,520-56.7% | $85,856-4.4% |
| Participation rate | 84.1% | 84.6%-0.5pp | 87.8%-3.7pp | 69.3%+14.8pp |
| Annual return | 10.07% | 38.14%-28.1pp | 555.25%-545.2pp | 318.58%-308.5pp |
| Employer contribution / active EE | $1,998 | $4,344-54.0% | $6,161-67.6% | $2,565-22.1% |
| Participant deferral / active EE | $3,653 | $6,260-41.6% | $8,220-55.6% | $3,952-7.6% |
| Admin fee / account holder | $8,144 | $8,630-5.6% | $12,046-32.4% | $6,261+30.1% |