Filed December 7, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,320 | $40,275-4.9% | $57,356-33.2% | $59,633-35.7% |
| Participation rate | 70.9% | 69.1%+1.8pp | 75.1%-4.2pp | 68.7%+2.2pp |
| Annual return | -0.18% | 27.52%-27.7pp | 24.41%-24.6pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,026 | $2,400+109.4% | $3,162+59.0% | $3,192+57.5% |
| Admin fee / account holder | $5,462 | $2,820+93.7% | $3,357+62.7% | $4,297+27.1% |