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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,970 | $39,132-72.0% | $57,196-80.8% | $62,881-82.6% |
| Participation rate | 97.3% | 70.5%+26.9pp | 75.3%+22.0pp | 69.3%+28.0pp |
| Annual return | 5.59% | 9.24%-3.6pp | 14.59%-9.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $389 | $1,874-79.2% | $2,683-85.5% | $2,281-82.9% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $384 | $2,594-85.2% | $3,141-87.8% | $4,296-91.1% |