Filed May 26, 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 | $71,154 | $87,834-19.0% | $133,975-46.9% | $62,881+13.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 5.38% | 12.05%-6.7pp | 29.29%-23.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $2,564 | $3,482-26.4% | $5,211-50.8% | $2,281+12.4% |
| Participant deferral / active EE | $3,952 | $4,812-17.9% | $6,282-37.1% | $3,203+23.4% |
| Admin fee / account holder | $2,688 | $5,372-50.0% | $9,324-71.2% | $4,296-37.4% |