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 | $64,915 | $94,529-31.3% | $140,019-53.6% | $64,173+1.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.40% | 7.77%-15.2pp | 651.17%-658.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,639 | $3,812-30.8% | $5,605-52.9% | $2,381+10.8% |
| Participant deferral / active EE | $4,681 | $5,250-10.8% | $6,927-32.4% | $3,470+34.9% |
| Admin fee / account holder | $20,285 | $6,741+200.9% | $10,705+89.5% | $4,887+315.0% |