Filed August 19, 2022
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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 | $139,080 | $95,404+45.8% | $113,397+22.6% | $82,637+68.3% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.5%+12.8pp | 68.1%+21.2pp |
| Annual return | 10.27% | 19.08%-8.8pp | 23.20%-12.9pp | 53.51%-43.2pp |
| Employer contribution / active EE | $1,981 | $2,307-14.1% | $2,977-33.4% | $2,552-22.4% |
| Participant deferral / active EE | $5,907 | $4,220+40.0% | $5,076+16.4% | $4,126+43.2% |
| Admin fee / account holder | $5,681 | $9,168-38.0% | $11,957-52.5% | $7,339-22.6% |