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 | $146,757 | $67,602+117.1% | $82,312+78.3% | $70,126+109.3% |
| Participation rate | 85.1% | 72.8%+12.3pp | 76.9%+8.2pp | 69.5%+15.6pp |
| Annual return | 8.94% | 21.57%-12.6pp | 25.88%-16.9pp | 73.15%-64.2pp |
| Employer contribution / active EE | $1,982 | $1,755+12.9% | $2,428-18.4% | $2,343-15.4% |
| Participant deferral / active EE | $5,856 | $2,987+96.0% | $3,706+58.0% | $3,332+75.8% |
| Admin fee / account holder | $5,375 | $4,512+19.1% | $5,608-4.1% | $4,645+15.7% |