Filed February 12, 2024
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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 | $65,784 | $123,793-46.9% | $177,840-63.0% | $79,852-17.6% |
| Participation rate | 73.3% | 84.7%-11.3pp | 87.7%-14.4pp | 69.6%+3.7pp |
| Annual return | 1.96% | 22.82%-20.9pp | 48.32%-46.4pp | 31.72%-29.8pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,424 | $5,956-42.5% | $7,714-55.6% | $3,740-8.5% |
| Admin fee / account holder | $378 | $7,243-94.8% | $12,431-97.0% | $5,306-92.9% |