Filed January 25, 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 | $74,721 | $154,228-51.6% | $145,433-48.6% | $137,256-45.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 9.79% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $3,013 | $4,804-37.3% | $4,554-33.9% | $4,156-27.5% |
| Participant deferral / active EE | $9,379 | $8,216+14.2% | $7,897+18.8% | $6,407+46.4% |
| Admin fee / account holder | $5,131 | $14,344-64.2% | $13,129-60.9% | $12,270-58.2% |