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 | $48,314-65.1% | $67,561-75.0% | $80,925-79.2% |
| Participation rate | 81.8% | 66.4%+15.4pp | 72.9%+8.9pp | 67.7%+14.2pp |
| Annual return | 10.65% | 18.28%-7.6pp | 3525.44%-3514.8pp | 35.65%-25.0pp |
| Employer contribution / active EE | $1,440 | $2,022-28.8% | $2,735-47.3% | $2,756-47.7% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $338 | $3,690-90.8% | $4,006-91.6% | $6,940-95.1% |