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 | $86,922+49.5% | $102,438+26.8% | $80,874+60.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | -3.48% | 18.90%-22.4pp | 29.37%-32.9pp | 35.62%-39.1pp |
| Employer contribution / active EE | $15,327 | $2,369+546.8% | $3,024+406.9% | $2,756+456.2% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,849 | $8,050-2.5% | $9,448-16.9% | $6,935+13.2% |