Filed June 16, 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 | $65,189 | $85,766-24.0% | $136,298-52.2% | $70,126-7.0% |
| Participation rate | 82.4% | 74.2%+8.2pp | 81.9%+0.4pp | 69.5%+12.8pp |
| Annual return | 11.61% | 31.46%-19.8pp | 5156.27%-5144.7pp | 73.15%-61.5pp |
| Employer contribution / active EE | $2,184 | $2,966-26.4% | $4,696-53.5% | $2,343-6.8% |
| Participant deferral / active EE | $3,089 | $5,051-38.9% | $6,247-50.6% | $3,332-7.3% |
| Admin fee / account holder | $15,550 | $5,421+186.9% | $9,244+68.2% | $4,645+234.7% |