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 | $79,032 | $56,197+40.6% | $67,652+16.8% | $59,633+32.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -24.04% | 18508.10%-18532.1pp | 6625.40%-6649.4pp | 2041.45%-2065.5pp |
| Employer contribution / active EE | $14,344 | $1,615+788.4% | $2,266+533.1% | $2,203+551.2% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,267 | $3,958+58.3% | $4,821+30.0% | $4,297+45.8% |