Filed January 20, 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 | $145,846 | $60,349+141.7% | $74,184+96.6% | $62,881+131.9% |
| Participation rate | 90.5% | 72.7%+17.7pp | 76.6%+13.9pp | 69.3%+21.2pp |
| Annual return | -1.76% | 21.38%-23.1pp | 17.74%-19.5pp | 20.14%-21.9pp |
| Employer contribution / active EE | $23,360 | $1,680+1290.2% | $2,370+885.6% | $2,281+924.1% |
| Participant deferral / active EE | $4,088 | $2,856+43.1% | $3,550+15.2% | $3,203+27.6% |
| Admin fee / account holder | $14,725 | $4,261+245.6% | $5,586+163.6% | $4,296+242.8% |