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 | $191,103 | $78,423+143.7% | $95,964+99.1% | $79,856+139.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 3.28% | 19.37%-16.1pp | 91.64%-88.4pp | 31.71%-28.4pp |
| Employer contribution / active EE | $16,248 | $1,945+735.2% | $2,541+539.3% | $2,471+557.5% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,345 | $5,622+48.4% | $6,797+22.8% | $5,306+57.3% |