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 | $135,718 | $54,757+147.9% | $90,300+50.3% | $72,983+86.0% |
| Participation rate | 91.5% | 65.1%+26.4pp | 73.3%+18.3pp | 69.5%+22.0pp |
| Annual return | -4.21% | 30.63%-34.8pp | 78.11%-82.3pp | 81.01%-85.2pp |
| Employer contribution / active EE | $2,285 | $2,092+9.2% | $2,854-19.9% | $2,440-6.3% |
| Participant deferral / active EE | $5,711 | $2,887+97.8% | $3,884+47.0% | $3,608+58.3% |
| Admin fee / account holder | $17,901 | $3,972+350.7% | $5,353+234.4% | $5,124+249.3% |