Filed November 28, 2022 (most recent of 3 filings on file)
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,618 | $138,366+78.2% | $184,185+33.9% | $80,911+204.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.39% | 20.02%-9.6pp | 28.81%-18.4pp | 35.63%-25.2pp |
| Employer contribution / active EE | $11,782 | $4,849+143.0% | $6,426+83.4% | $2,756+327.5% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $20,024 | $10,484+91.0% | $13,909+44.0% | $6,935+188.8% |