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 | $171,268 | $72,486+136.3% | $87,103+96.6% | $72,976+134.7% |
| Participation rate | 92.5% | 72.8%+19.6pp | 76.9%+15.6pp | 69.5%+23.0pp |
| Annual return | -14.29% | 24.46%-38.8pp | 28.19%-42.5pp | 81.02%-95.3pp |
| Employer contribution / active EE | $12,044 | $1,894+536.0% | $2,521+377.7% | $2,440+393.6% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,769 | $5,055+14.1% | $7,491-23.0% | $5,124+12.6% |