Filed July 20, 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 | $43,631 | $138,102-68.4% | $125,381-65.2% | $134,532-67.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.17% | 750.73%-772.9pp | 572.31%-594.5pp | 418.27%-440.4pp |
| Employer contribution / active EE | $12,858 | $5,245+145.1% | $4,815+167.0% | $4,741+171.2% |
| Participant deferral / active EE | $8,604 | $7,801+10.3% | $7,448+15.5% | $6,401+34.4% |
| Admin fee / account holder | $13,562 | $11,568+17.2% | $10,007+35.5% | $11,429+18.7% |