Filed April 3, 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 | $60,854 | $69,977-13.0% | $108,582-44.0% | $62,881-3.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -1.28% | 10.73%-12.0pp | -51.70%+50.4pp | 20.14%-21.4pp |
| Employer contribution / active EE | $3,183 | $2,135+49.1% | $3,758-15.3% | $2,281+39.6% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,526 | $5,076-69.9% | $7,645-80.0% | $4,296-64.5% |