Filed August 9, 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 | $16,869 | $48,277-65.1% | $67,511-75.0% | $80,874-79.1% |
| Participation rate | 81.8% | 66.4%+15.4pp | 72.9%+8.9pp | 67.6%+14.2pp |
| Annual return | 10.65% | 18.27%-7.6pp | 3517.41%-3506.8pp | 35.62%-25.0pp |
| Employer contribution / active EE | $1,440 | $2,021-28.7% | $2,733-47.3% | $2,756-47.7% |
| Participant deferral / active EE | $0 | $2,926-100.0% | $4,000-100.0% | $4,297-100.0% |
| Admin fee / account holder | $338 | $3,687-90.8% | $3,999-91.5% | $6,935-95.1% |