Filed February 7, 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 | $72,581 | $48,078+51.0% | $78,676-7.7% | $62,881+15.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 2.00% | 31.36%-29.4pp | 62.19%-60.2pp | 20.14%-18.1pp |
| Employer contribution / active EE | $4,214 | $2,015+109.2% | $2,850+47.9% | $2,281+84.7% |
| Participant deferral / active EE | $1,442 | $2,587-44.3% | $3,517-59.0% | $3,203-55.0% |
| Admin fee / account holder | $1,438 | $3,206-55.2% | $4,510-68.1% | $4,296-66.5% |