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 | $102,595-80.3% | $94,057-78.5% | $154,746-86.9% |
| Participation rate | 95.7% | 76.0%+19.7pp | 73.3%+22.3pp | 80.7%+15.0pp |
| Annual return | 9.49% | 583.42%-573.9pp | 480.62%-471.1pp | 172.34%-162.8pp |
| Employer contribution / active EE | $3,373 | $3,147+7.2% | $2,933+15.0% | $4,379-23.0% |
| Participant deferral / active EE | $2,514 | $5,118-50.9% | $4,709-46.6% | $6,730-62.6% |
| Admin fee / account holder | $6,431 | $7,736-16.9% | $7,244-11.2% | $14,365-55.2% |