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 | $143,557 | $78,423+83.1% | $95,964+49.6% | $79,856+79.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 5.98% | 19.37%-13.4pp | 91.64%-85.7pp | 31.71%-25.7pp |
| Employer contribution / active EE | $7,625 | $1,945+291.9% | $2,541+200.0% | $2,471+208.5% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,766 | $5,622+20.4% | $6,797-0.5% | $5,306+27.5% |