Filed November 22, 2022
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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 | $80,425 | $51,642+55.7% | $129,384-37.8% | $80,935-0.6% |
| Participation rate | 86.4% | 56.9%+29.4pp | 69.6%+16.7pp | 67.7%+18.7pp |
| Annual return | 10.87% | 20.78%-9.9pp | 9461.77%-9450.9pp | 35.66%-24.8pp |
| Employer contribution / active EE | $1,563 | $1,583-1.2% | $4,153-62.4% | $2,757-43.3% |
| Participant deferral / active EE | $3,240 | $2,670+21.4% | $4,166-22.2% | $4,299-24.6% |
| Admin fee / account holder | $2,751 | $4,312-36.2% | $7,686-64.2% | $6,924-60.3% |