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 | $83,007 | $60,349+37.5% | $74,184+11.9% | $62,881+32.0% |
| Participation rate | 98.3% | 72.7%+25.6pp | 76.6%+21.7pp | 69.3%+29.0pp |
| Annual return | -0.13% | 21.38%-21.5pp | 17.74%-17.9pp | 20.14%-20.3pp |
| Employer contribution / active EE | $12,254 | $1,680+629.3% | $2,370+417.0% | $2,281+437.3% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,674 | $4,261+9.7% | $5,586-16.3% | $4,296+8.8% |