Filed March 8, 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 | $157,095 | $102,429+53.4% | $147,096+6.8% | $80,925+94.1% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+29.9pp |
| Annual return | 11.53% | 135.02%-123.5pp | 419.75%-408.2pp | 35.65%-24.1pp |
| Employer contribution / active EE | $5,116 | $3,716+37.7% | $4,936+3.6% | $2,756+85.6% |
| Participant deferral / active EE | $12,651 | $6,649+90.3% | $8,071+56.8% | $4,299+194.3% |
| Admin fee / account holder | $60,346 | $7,957+658.4% | $13,005+364.0% | $6,940+769.5% |