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 | $97,939 | $60,349+62.3% | $74,184+32.0% | $62,881+55.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 2.40% | 21.38%-19.0pp | 17.74%-15.3pp | 20.14%-17.7pp |
| Employer contribution / active EE | $16,699 | $1,680+893.8% | $2,370+604.5% | $2,281+632.1% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,915 | $4,261+62.3% | $5,586+23.8% | $4,296+61.0% |