Filed November 10, 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 | $134,971 | $73,787+82.9% | $98,716+36.7% | $82,448+63.7% |
| Participation rate | 85.6% | 61.4%+24.1pp | 69.3%+16.3pp | 68.1%+17.5pp |
| Annual return | 11.47% | 18.57%-7.1pp | 31.81%-20.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,055 | $1,511-30.2% | $2,279-53.7% | $2,551-58.6% |
| Participant deferral / active EE | $8,386 | $3,081+172.2% | $4,048+107.2% | $4,139+102.6% |
| Admin fee / account holder | $18,834 | $6,500+189.7% | $8,703+116.4% | $7,234+160.3% |