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 | $100,376 | $57,305+75.2% | $86,640+15.9% | $75,173+33.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.42% | 2674.24%-2660.8pp | 592.52%-579.1pp | 160.72%-147.3pp |
| Employer contribution / active EE | $7,957 | $2,316+243.5% | $3,024+163.1% | $2,671+197.9% |
| Participant deferral / active EE | $2,698 | $3,320-18.7% | $4,438-39.2% | $4,126-34.6% |
| Admin fee / account holder | $13,783 | $4,116+234.9% | $5,616+145.4% | $5,651+143.9% |