Filed January 16, 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 | $50,815 | $72,492-29.9% | $87,104-41.7% | $72,975-30.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.95% | 24.46%-9.5pp | 28.19%-13.2pp | 81.01%-66.1pp |
| Employer contribution / active EE | $2,262 | $1,894+19.4% | $2,521-10.3% | $2,440-7.3% |
| Participant deferral / active EE | $3,687 | $3,270+12.8% | $4,048-8.9% | $3,608+2.2% |
| Admin fee / account holder | $6,995 | $5,055+38.4% | $7,491-6.6% | $5,124+36.5% |