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 | $51,606+55.8% | $129,339-37.8% | $80,911-0.6% |
| Participation rate | 86.4% | 57.0%+29.4pp | 69.6%+16.7pp | 67.6%+18.7pp |
| Annual return | 10.87% | 20.76%-9.9pp | 9437.05%-9426.2pp | 35.63%-24.8pp |
| Employer contribution / active EE | $1,563 | $1,582-1.2% | $4,154-62.4% | $2,756-43.3% |
| Participant deferral / active EE | $3,240 | $2,669+21.4% | $4,170-22.3% | $4,297-24.6% |
| Admin fee / account holder | $2,751 | $4,310-36.2% | $7,668-64.1% | $6,935-60.3% |