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 | $102,382+53.4% | $147,005+6.9% | $80,874+94.2% |
| Participation rate | 97.6% | 75.8%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | 11.53% | 134.89%-123.4pp | 418.76%-407.2pp | 35.62%-24.1pp |
| Employer contribution / active EE | $5,116 | $3,715+37.7% | $4,934+3.7% | $2,756+85.7% |
| Participant deferral / active EE | $12,651 | $6,646+90.3% | $8,070+56.8% | $4,297+194.4% |
| Admin fee / account holder | $60,346 | $7,942+659.8% | $13,006+364.0% | $6,935+770.1% |