Filed October 24, 2022
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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 | $54,165 | $82,028-34.0% | $123,105-56.0% | $59,633-9.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -2.85% | 5.12%-8.0pp | 13.22%-16.1pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $2,066 | $3,297-37.3% | $5,151-59.9% | $2,203-6.2% |
| Participant deferral / active EE | $4,056 | $4,667-13.1% | $6,229-34.9% | $3,192+27.1% |
| Admin fee / account holder | $1,080 | $5,879-81.6% | $9,014-88.0% | $4,297-74.9% |