Filed December 19, 2022
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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 | $23,452 | $97,881-76.0% | $80,004-70.7% | $125,389-81.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.20% | 9.36%-9.6pp | 7.63%-7.8pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,021 | $3,128-67.4% | $2,473-58.7% | $4,866-79.0% |
| Participant deferral / active EE | $716 | $3,744-80.9% | $3,204-77.6% | $5,352-86.6% |
| Admin fee / account holder | $20,618 | $6,278+228.4% | $5,033+309.6% | $9,541+116.1% |