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 | $17,443 | $54,763-68.1% | $90,324-80.7% | $72,976-76.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 3.32% | 30.63%-27.3pp | 78.15%-74.8pp | 81.02%-77.7pp |
| Employer contribution / active EE | $1,112 | $2,093-46.9% | $2,856-61.1% | $2,440-54.4% |
| Participant deferral / active EE | $2,392 | $2,887-17.2% | $3,885-38.4% | $3,608-33.7% |
| Admin fee / account holder | $355 | $3,973-91.1% | $5,356-93.4% | $5,124-93.1% |