Filed January 17, 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 | $20,228 | $72,071-71.9% | $68,368-70.4% | $137,256-85.3% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.0%+15.7pp |
| Annual return | 9.49% | 353.14%-343.7pp | 292.57%-283.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $3,373 | $2,788+21.0% | $2,649+27.3% | $4,156-18.8% |
| Participant deferral / active EE | $2,514 | $4,410-43.0% | $4,123-39.0% | $6,407-60.8% |
| Admin fee / account holder | $6,431 | $5,336+20.5% | $5,150+24.9% | $12,270-47.6% |