Filed October 25, 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 | $24,306 | $75,832-67.9% | $147,617-83.5% | $59,633-59.2% |
| Participation rate | 95.7% | 71.6%+24.1pp | 84.6%+11.0pp | 68.7%+27.0pp |
| Annual return | -3.13% | 0.37%-3.5pp | 61.98%-65.1pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $2,325 | $3,485-33.3% | $5,564-58.2% | $2,203+5.6% |
| Participant deferral / active EE | $1,445 | $3,131-53.8% | $4,895-70.5% | $3,192-54.7% |
| Admin fee / account holder | $2,987 | $5,986-50.1% | $11,612-74.3% | $4,297-30.5% |