Filed January 19, 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 | $62,779 | $48,078+30.6% | $78,676-20.2% | $62,881-0.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 2.03% | 31.36%-29.3pp | 62.19%-60.2pp | 20.14%-18.1pp |
| Employer contribution / active EE | $3,841 | $2,015+90.7% | $2,850+34.8% | $2,281+68.4% |
| Participant deferral / active EE | $5,204 | $2,587+101.2% | $3,517+48.0% | $3,203+62.5% |
| Admin fee / account holder | $3,188 | $3,206-0.5% | $4,510-29.3% | $4,296-25.8% |