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 | $32,394 | $168,635-80.8% | $147,617-78.1% | $125,389-74.2% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -9.58% | 77.65%-87.2pp | 61.98%-71.6pp | 282.24%-291.8pp |
| Employer contribution / active EE | $9,878 | $6,252+58.0% | $5,564+77.5% | $4,866+103.0% |
| Participant deferral / active EE | $7,462 | $5,507+35.5% | $4,895+52.4% | $5,352+39.4% |
| Admin fee / account holder | $2,134 | $13,580-84.3% | $11,612-81.6% | $9,541-77.6% |