Filed December 29, 2023
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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 | $21,941 | $159,934-86.3% | $147,005-85.1% | $145,959-85.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -34.65% | 98.24%-132.9pp | 418.76%-453.4pp | 561.95%-596.6pp |
| Employer contribution / active EE | $5,578 | $5,287+5.5% | $4,934+13.1% | $4,661+19.7% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,334 | $15,053-84.5% | $13,006-82.1% | $13,398-82.6% |