Filed March 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 | $102,339 | $98,240+4.2% | $82,312+24.3% | $147,586-30.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.95% | 30.85%-22.9pp | 25.88%-17.9pp | 578.59%-570.6pp |
| Employer contribution / active EE | $3,062 | $3,192-4.1% | $2,428+26.1% | $4,876-37.2% |
| Participant deferral / active EE | $6,379 | $4,383+45.5% | $3,706+72.1% | $5,439+17.3% |
| Admin fee / account holder | $35,863 | $8,563+318.8% | $5,608+539.5% | $10,886+229.4% |