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 | $160,040-86.3% | $147,096-85.1% | $145,877-85.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -34.65% | 98.49%-133.1pp | 419.75%-454.4pp | 551.28%-585.9pp |
| Employer contribution / active EE | $5,578 | $5,289+5.5% | $4,936+13.0% | $4,663+19.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,334 | $15,050-84.5% | $13,005-82.0% | $13,402-82.6% |