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 | $91,528 | $72,486+26.3% | $87,103+5.1% | $72,976+25.4% |
| Participation rate | 72.7% | 72.8%-0.1pp | 76.9%-4.1pp | 69.5%+3.2pp |
| Annual return | 8.50% | 24.46%-16.0pp | 28.19%-19.7pp | 81.02%-72.5pp |
| Employer contribution / active EE | $1,237 | $1,894-34.7% | $2,521-50.9% | $2,440-49.3% |
| Participant deferral / active EE | $3,861 | $3,270+18.1% | $4,049-4.6% | $3,608+7.0% |
| Admin fee / account holder | $15,779 | $5,055+212.2% | $7,491+110.6% | $5,124+207.9% |