Filed August 29, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,567 | $82,028-55.4% | $123,105-70.3% | $59,633-38.7% |
| Participation rate | 86.3% | 83.2%+3.1pp | 86.8%-0.5pp | 68.7%+17.6pp |
| Annual return | -1.09% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,850 | $4,667+3.9% | $6,229-22.1% | $3,192+52.0% |
| Admin fee / account holder | $1,536 | $5,879-73.9% | $9,014-83.0% | $4,297-64.3% |