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 | $54,695 | $62,589-12.6% | $76,768-28.8% | $64,173-14.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -9.11% | -1.95%-7.2pp | 2.43%-11.5pp | 7.63%-16.7pp |
| Employer contribution / active EE | $3,373 | $1,832+84.1% | $2,485+35.7% | $2,381+41.7% |
| Participant deferral / active EE | $6,294 | $3,145+100.1% | $3,852+63.4% | $3,470+81.4% |
| Admin fee / account holder | $5,834 | $4,667+25.0% | $6,675-12.6% | $4,887+19.4% |