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 | $49,976+144.3% | $66,674+83.1% | $82,637+47.7% |
| Participation rate | 76.6% | 63.1%+13.5pp | 73.7%+2.9pp | 68.1%+8.5pp |
| Annual return | 12.45% | 39.09%-26.6pp | 321.24%-308.8pp | 53.51%-41.1pp |
| Employer contribution / active EE | $3,685 | $1,988+85.4% | $2,620+40.7% | $2,552+44.4% |
| Participant deferral / active EE | $8,968 | $2,847+215.1% | $4,084+119.6% | $4,126+117.4% |
| Admin fee / account holder | $3,240 | $4,594-29.5% | $5,098-36.5% | $7,339-55.9% |