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 | $74,535+81.1% | $100,712+34.0% | $82,637+63.3% |
| Participation rate | 85.6% | 61.2%+24.4pp | 69.3%+16.3pp | 68.1%+17.5pp |
| Annual return | 11.47% | 18.92%-7.5pp | 33.27%-21.8pp | 53.51%-42.0pp |
| Employer contribution / active EE | $1,055 | $1,503-29.8% | $2,313-54.4% | $2,552-58.7% |
| Participant deferral / active EE | $8,386 | $3,074+172.8% | $4,085+105.3% | $4,126+103.3% |
| Admin fee / account holder | $18,834 | $6,576+186.4% | $9,256+103.5% | $7,339+156.6% |