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 | $50,092 | $53,774-6.8% | $134,162-62.7% | $79,856-37.3% |
| Participation rate | 76.9% | 58.8%+18.2pp | 72.2%+4.7pp | 69.6%+7.3pp |
| Annual return | 6.78% | 19.01%-12.2pp | 36.35%-29.6pp | 31.71%-24.9pp |
| Employer contribution / active EE | $782 | $1,322-40.8% | $3,705-78.9% | $2,471-68.4% |
| Participant deferral / active EE | $2,275 | $2,420-6.0% | $3,500-35.0% | $3,741-39.2% |
| Admin fee / account holder | $3,891 | $3,985-2.4% | $6,685-41.8% | $5,306-26.7% |