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 | $155,052 | $67,602+129.4% | $82,312+88.4% | $70,126+121.1% |
| Participation rate | 92.9% | 72.8%+20.2pp | 76.9%+16.0pp | 69.5%+23.4pp |
| Annual return | 11.67% | 21.57%-9.9pp | 25.88%-14.2pp | 73.15%-61.5pp |
| Employer contribution / active EE | $1,372 | $1,755-21.8% | $2,428-43.5% | $2,343-41.4% |
| Participant deferral / active EE | $4,495 | $2,987+50.5% | $3,706+21.3% | $3,332+34.9% |
| Admin fee / account holder | $8,160 | $4,512+80.9% | $5,608+45.5% | $4,645+75.7% |