Filed August 11, 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 | $118,002 | $86,938+35.7% | $102,423+15.2% | $80,925+45.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -40.23% | 18.89%-59.1pp | 29.42%-69.7pp | 35.65%-75.9pp |
| Employer contribution / active EE | $16,178 | $2,369+582.8% | $3,023+435.2% | $2,756+487.0% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,488 | $8,053-31.8% | $9,455-42.0% | $6,940-20.9% |