Filed July 6, 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 | $112,193 | $48,078+133.4% | $78,676+42.6% | $62,881+78.4% |
| Participation rate | 92.0% | 65.2%+26.8pp | 73.6%+18.4pp | 69.3%+22.7pp |
| Annual return | -4.30% | 31.36%-35.7pp | 62.19%-66.5pp | 20.14%-24.4pp |
| Employer contribution / active EE | $2,853 | $2,015+41.6% | $2,850+0.1% | $2,281+25.1% |
| Participant deferral / active EE | $5,262 | $2,587+103.4% | $3,517+49.6% | $3,203+64.3% |
| Admin fee / account holder | $27,184 | $3,206+747.9% | $4,510+502.7% | $4,296+532.8% |