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 | $129,266 | $162,781-20.6% | $133,956-3.5% | $158,931-18.7% |
| Participation rate | 77.3% | 83.2%-5.9pp | 79.8%-2.6pp | 82.0%-4.7pp |
| Annual return | -3.93% | 41.94%-45.9pp | 45.09%-49.0pp | 302.86%-306.8pp |
| Employer contribution / active EE | $2,574 | $4,975-48.3% | $3,919-34.3% | $4,761-45.9% |
| Participant deferral / active EE | $5,741 | $5,911-2.9% | $5,048+13.7% | $5,982-4.0% |
| Admin fee / account holder | $16,626 | $11,736+41.7% | $8,927+86.2% | $11,247+47.8% |