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 | $77,574+74.0% | $108,753+24.1% | $86,983+55.2% |
| Participation rate | 85.6% | 62.3%+23.3pp | 71.1%+14.5pp | 69.5%+16.0pp |
| Annual return | 11.47% | 18.42%-7.0pp | 37.47%-26.0pp | 25.83%-14.4pp |
| Employer contribution / active EE | $1,055 | $1,611-34.5% | $2,427-56.5% | $2,584-59.2% |
| Participant deferral / active EE | $8,386 | $3,128+168.1% | $4,115+103.8% | $4,194+100.0% |
| Admin fee / account holder | $18,834 | $6,529+188.5% | $10,320+82.5% | $7,856+139.7% |