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 | $138,385+78.2% | $184,243+33.9% | $80,925+204.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 10.39% | 20.02%-9.6pp | 28.82%-18.4pp | 35.65%-25.3pp |
| Employer contribution / active EE | $11,782 | $4,851+142.9% | $6,427+83.3% | $2,756+327.5% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $20,024 | $10,489+90.9% | $13,914+43.9% | $6,940+188.5% |