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 | $109,782+158.0% | $260,467+8.8% | $94,015+201.3% |
| Participation rate | 72.7% | 67.2%+5.5pp | 80.5%-7.7pp | 70.8%+1.9pp |
| Annual return | 8.74% | 18.60%-9.9pp | 100.60%-91.9pp | 17.84%-9.1pp |
| Employer contribution / active EE | $1,719 | $2,147-19.9% | $4,239-59.4% | $2,790-38.4% |
| Participant deferral / active EE | $7,402 | $4,044+83.0% | $6,319+17.1% | $4,249+74.2% |
| Admin fee / account holder | $32,717 | $11,958+173.6% | $15,461+111.6% | $8,951+265.5% |