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 | $16,496 | $53,841-69.4% | $75,731-78.2% | $85,851-80.8% |
| Participation rate | 93.3% | 69.0%+24.3pp | 74.8%+18.5pp | 69.3%+24.0pp |
| Annual return | 12.04% | 24.54%-12.5pp | 104.65%-92.6pp | 318.63%-306.6pp |
| Employer contribution / active EE | $379 | $2,017-81.2% | $2,743-86.2% | $2,565-85.2% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $421 | $3,340-87.4% | $3,620-88.4% | $6,261-93.3% |