Filed April 13, 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 | $122,077 | $51,638+136.4% | $68,368+78.6% | $82,448+48.1% |
| Participation rate | 76.6% | 63.6%+13.0pp | 73.8%+2.8pp | 68.1%+8.5pp |
| Annual return | 12.45% | 37.53%-25.1pp | 292.57%-280.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $3,685 | $2,047+80.1% | $2,649+39.1% | $2,551+44.5% |
| Participant deferral / active EE | $8,968 | $2,914+207.8% | $4,123+117.5% | $4,139+116.7% |
| Admin fee / account holder | $3,240 | $4,643-30.2% | $5,150-37.1% | $7,234-55.2% |