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 | $100,194+38.8% | $122,979+13.1% | $86,983+59.9% |
| Participation rate | 89.3% | 73.0%+16.3pp | 77.2%+12.1pp | 69.5%+19.7pp |
| Annual return | 10.27% | 16.47%-6.2pp | 20.12%-9.8pp | 25.83%-15.6pp |
| Employer contribution / active EE | $1,981 | $2,326-14.8% | $3,062-35.3% | $2,584-23.3% |
| Participant deferral / active EE | $5,907 | $4,133+42.9% | $5,003+18.1% | $4,194+40.8% |
| Admin fee / account holder | $5,681 | $10,148-44.0% | $12,864-55.8% | $7,856-27.7% |