Filed January 23, 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 | $127,190 | $135,645-6.2% | $110,243+15.4% | $135,380-6.0% |
| Participation rate | 88.2% | 83.5%+4.8pp | 79.8%+8.4pp | 82.6%+5.6pp |
| Annual return | -8.96% | 513.24%-522.2pp | 314.76%-323.7pp | 519.81%-528.8pp |
| Employer contribution / active EE | $2,930 | $4,907-40.3% | $3,827-23.4% | $4,779-38.7% |
| Participant deferral / active EE | $6,974 | $5,507+26.6% | $4,672+49.3% | $5,609+24.3% |
| Admin fee / account holder | $1,160 | $11,458-89.9% | $8,548-86.4% | $10,828-89.3% |