Filed March 28, 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 | $83,065 | $138,393-40.0% | $184,256-54.9% | $80,959+2.6% |
| Participation rate | 70.0% | 83.9%-13.9pp | 86.8%-16.8pp | 67.7%+2.3pp |
| Annual return | 8.75% | 20.01%-11.3pp | 28.85%-20.1pp | 35.67%-26.9pp |
| Employer contribution / active EE | $1,948 | $4,847-59.8% | $6,427-69.7% | $2,757-29.3% |
| Participant deferral / active EE | $4,034 | $7,076-43.0% | $9,133-55.8% | $4,300-6.2% |
| Admin fee / account holder | $9,758 | $10,489-7.0% | $13,899-29.8% | $6,925+40.9% |