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 | $38,587 | $56,197-31.3% | $67,652-43.0% | $59,633-35.3% |
| Participation rate | 94.0% | 71.5%+22.5pp | 75.7%+18.3pp | 68.7%+25.3pp |
| Annual return | -2.60% | 18508.10%-18510.7pp | 6625.40%-6628.0pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $2,190 | $1,615+35.7% | $2,266-3.3% | $2,203-0.6% |
| Participant deferral / active EE | $1,401 | $2,844-50.7% | $3,560-60.6% | $3,192-56.1% |
| Admin fee / account holder | $4,365 | $3,958+10.3% | $4,821-9.5% | $4,297+1.6% |