Filed January 24, 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 | $128,485 | $100,792+27.5% | $86,691+48.2% | $134,509-4.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.42% | 29.08%-49.5pp | 35.94%-56.4pp | 418.13%-438.6pp |
| Employer contribution / active EE | $3,039 | $3,491-12.9% | $2,837+7.1% | $4,741-35.9% |
| Participant deferral / active EE | $7,795 | $5,339+46.0% | $4,656+67.4% | $6,400+21.8% |
| Admin fee / account holder | $1,040 | $10,924-90.5% | $7,492-86.1% | $11,427-90.9% |