Filed April 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 | $60,740 | $94,529-35.7% | $140,019-56.6% | $64,173-5.3% |
| Participation rate | 98.0% | 84.1%+13.9pp | 87.5%+10.5pp | 69.6%+28.4pp |
| Annual return | -10.21% | 7.77%-18.0pp | 651.15%-661.4pp | 7.63%-17.8pp |
| Employer contribution / active EE | $5,610 | $3,812+47.1% | $5,605+0.1% | $2,381+135.6% |
| Participant deferral / active EE | $10,391 | $5,250+97.9% | $6,927+50.0% | $3,470+199.5% |
| Admin fee / account holder | $3,853 | $6,741-42.8% | $10,705-64.0% | $4,887-21.2% |