Filed February 13, 2024
Total covered: 2 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 | $82,513 | $100,041-17.5% | $149,718-44.9% | $70,131+17.7% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.1%-7.1pp | 69.5%+10.5pp |
| Annual return | 10.88% | 27.43%-16.6pp | 1501.67%-1490.8pp | 73.14%-62.3pp |
| Employer contribution / active EE | $1,589 | $3,662-56.6% | $5,445-70.8% | $2,342-32.2% |
| Participant deferral / active EE | $3,114 | $4,983-37.5% | $6,569-52.6% | $3,332-6.5% |
| Admin fee / account holder | $28,422 | $8,286+243.0% | $11,283+151.9% | $4,645+511.8% |