Filed November 30, 2022
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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 | $73,463 | $65,704+11.8% | $94,229-22.0% | $59,633+23.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -2.77% | 5.22%-8.0pp | 10.68%-13.5pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $1,752 | $2,021-13.3% | $3,587-51.2% | $2,203-20.5% |
| Participant deferral / active EE | $3,372 | $3,143+7.3% | $4,320-21.9% | $3,192+5.7% |
| Admin fee / account holder | $12,078 | $4,265+183.2% | $6,269+92.6% | $4,297+181.1% |