Filed January 18, 2023
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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 | $137,634 | $60,349+128.1% | $74,184+85.5% | $62,881+118.9% |
| Participation rate | 90.7% | 72.7%+18.0pp | 76.6%+14.1pp | 69.3%+21.4pp |
| Annual return | 3.35% | 21.38%-18.0pp | 17.74%-14.4pp | 20.14%-16.8pp |
| Employer contribution / active EE | $2,479 | $1,680+47.5% | $2,370+4.6% | $2,281+8.7% |
| Participant deferral / active EE | $5,959 | $2,856+108.6% | $3,550+67.9% | $3,203+86.1% |
| Admin fee / account holder | $1,967 | $4,261-53.8% | $5,586-64.8% | $4,296-54.2% |