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 | $103,638 | $78,423+32.2% | $95,964+8.0% | $79,856+29.8% |
| Participation rate | 73.8% | 73.5%+0.4pp | 77.1%-3.2pp | 69.6%+4.2pp |
| Annual return | 9.21% | 19.37%-10.2pp | 91.64%-82.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,472 | $1,945-24.4% | $2,541-42.1% | $2,471-40.4% |
| Participant deferral / active EE | $4,502 | $3,440+30.9% | $4,167+8.0% | $3,741+20.3% |
| Admin fee / account holder | $5,736 | $5,622+2.0% | $6,797-15.6% | $5,306+8.1% |