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 | $149,190 | $106,749+39.8% | $145,433+2.6% | $82,448+81.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 9.35% | 27.59%-18.2pp | 66.58%-57.2pp | 41.64%-32.3pp |
| Employer contribution / active EE | $12,238 | $3,444+255.3% | $4,554+168.7% | $2,551+379.8% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,113 | $8,390-3.3% | $13,129-38.2% | $7,234+12.1% |