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 | $225,932 | $86,298+161.8% | $111,308+103.0% | $85,847+163.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.30% | 19.99%-9.7pp | 54.67%-44.4pp | 318.61%-308.3pp |
| Employer contribution / active EE | $19,003 | $2,044+829.9% | $2,732+595.6% | $2,565+640.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,416 | $8,189+15.0% | $7,965+18.2% | $6,261+50.4% |