Filed May 3, 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 | $82,500 | $95,404-13.5% | $113,397-27.2% | $82,637-0.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.09% | 19.08%-7.0pp | 23.20%-11.1pp | 53.51%-41.4pp |
| Employer contribution / active EE | $4,541 | $2,307+96.8% | $2,977+52.5% | $2,552+77.9% |
| Participant deferral / active EE | $3,187 | $4,220-24.5% | $5,076-37.2% | $4,126-22.8% |
| Admin fee / account holder | $4,314 | $9,168-52.9% | $11,957-63.9% | $7,339-41.2% |