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 | $97,550+42.6% | $120,344+15.6% | $87,485+59.0% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.7%+12.6pp | 68.9%+20.4pp |
| Annual return | 10.27% | 18.41%-8.1pp | 20.30%-10.0pp | 26.06%-15.8pp |
| Employer contribution / active EE | $1,981 | $2,291-13.5% | $3,020-34.4% | $2,596-23.7% |
| Participant deferral / active EE | $5,907 | $4,230+39.6% | $5,135+15.0% | $4,274+38.2% |
| Admin fee / account holder | $5,681 | $9,543-40.5% | $12,742-55.4% | $7,775-26.9% |