Filed June 27, 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 | $218,475 | $92,766+135.5% | $82,763+164.0% | $134,545+62.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.20% | 946.97%-968.2pp | 702.45%-723.6pp | 418.37%-439.6pp |
| Employer contribution / active EE | $1,501 | $3,273-54.1% | $3,008-50.1% | $4,742-68.3% |
| Participant deferral / active EE | $10,442 | $4,802+117.4% | $4,395+137.6% | $6,401+63.1% |
| Admin fee / account holder | $30,411 | $5,978+408.8% | $5,325+471.1% | $11,431+166.0% |