Filed February 16, 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 | $47,879 | $138,393-65.4% | $184,256-74.0% | $80,959-40.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | -44.70% | 20.01%-64.7pp | 28.85%-73.5pp | 35.67%-80.4pp |
| Employer contribution / active EE | $11,438 | $4,847+136.0% | $6,427+78.0% | $2,757+314.8% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,674 | $10,489-55.4% | $13,899-66.4% | $6,925-32.5% |