Filed May 2, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,291 | $80,812+250.6% | $160,784+76.2% | $82,448+243.6% |
| Participation rate | 72.7% | 66.2%+6.5pp | 77.0%-4.2pp | 68.1%+4.7pp |
| Annual return | 8.74% | 100.59%-91.9pp | 1803.92%-1795.2pp | 41.64%-32.9pp |
| Employer contribution / active EE | $1,719 | $2,174-20.9% | $3,733-53.9% | $2,551-32.6% |
| Participant deferral / active EE | $7,402 | $4,335+70.7% | $6,293+17.6% | $4,139+78.8% |
| Admin fee / account holder | $32,717 | $7,695+325.2% | $9,717+236.7% | $7,234+352.2% |