Filed March 7, 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 | $129,911 | $86,949+49.4% | $102,460+26.8% | $80,959+60.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -3.48% | 18.89%-22.4pp | 29.47%-33.0pp | 35.67%-39.2pp |
| Employer contribution / active EE | $15,327 | $2,370+546.8% | $3,025+406.7% | $2,757+455.9% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,849 | $8,048-2.5% | $9,460-17.0% | $6,925+13.3% |