Filed June 28, 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 | $97,542 | $143,969-32.2% | $199,883-51.2% | $82,637+18.0% |
| Participation rate | 82.3% | 84.1%-1.9pp | 86.8%-4.5pp | 68.1%+14.2pp |
| Annual return | 11.78% | 25.67%-13.9pp | 43.81%-32.0pp | 53.51%-41.7pp |
| Employer contribution / active EE | $2,731 | $4,632-41.0% | $6,261-56.4% | $2,552+7.0% |
| Participant deferral / active EE | $4,571 | $6,937-34.1% | $9,138-50.0% | $4,126+10.8% |
| Admin fee / account holder | $41,867 | $14,597+186.8% | $17,268+142.5% | $7,339+470.5% |