Filed January 31, 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 | $50,759 | $56,199-9.7% | $67,652-25.0% | $59,632-14.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -5.87% | 18505.31%-18511.2pp | 6625.04%-6630.9pp | 2041.32%-2047.2pp |
| Employer contribution / active EE | $3,558 | $1,614+120.4% | $2,266+57.0% | $2,203+61.5% |
| Participant deferral / active EE | $7,909 | $2,844+178.1% | $3,560+122.2% | $3,192+147.8% |
| Admin fee / account holder | $6,126 | $3,958+54.8% | $4,821+27.1% | $4,297+42.6% |