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 | $114,860 | $82,674+38.9% | $125,381-8.4% | $68,486+67.7% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -21.47% | -5.97%-15.5pp | 572.31%-593.8pp | -7.85%-13.6pp |
| Employer contribution / active EE | $4,334 | $3,382+28.2% | $4,815-10.0% | $2,597+66.9% |
| Participant deferral / active EE | $9,466 | $6,111+54.9% | $7,448+27.1% | $4,028+135.0% |
| Admin fee / account holder | $42,541 | $6,277+577.7% | $10,007+325.1% | $5,404+687.2% |