Filed March 23, 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 | $76,120 | $56,894+33.8% | $84,753-10.2% | $62,881+21.1% |
| Participation rate | 77.3% | 68.5%+8.7pp | 76.6%+0.7pp | 69.3%+8.0pp |
| Annual return | 0.68% | 6.30%-5.6pp | 22.78%-22.1pp | 20.14%-19.5pp |
| Employer contribution / active EE | $2,047 | $2,400-14.7% | $3,574-42.7% | $2,281-10.2% |
| Participant deferral / active EE | $6,380 | $2,709+135.5% | $3,712+71.9% | $3,203+99.2% |
| Admin fee / account holder | $1,871 | $3,581-47.8% | $5,333-64.9% | $4,296-56.4% |