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 | $107,766 | $137,414-21.6% | $189,545-43.1% | $85,851+25.5% |
| Participation rate | 72.0% | 84.6%-12.6pp | 87.8%-15.8pp | 69.3%+2.7pp |
| Annual return | 10.67% | 38.14%-27.5pp | 555.36%-544.7pp | 318.63%-308.0pp |
| Employer contribution / active EE | $3,515 | $4,344-19.1% | $6,162-43.0% | $2,565+37.0% |
| Participant deferral / active EE | $4,272 | $6,260-31.8% | $8,220-48.0% | $3,952+8.1% |
| Admin fee / account holder | $12,994 | $8,630+50.6% | $12,049+7.8% | $6,261+107.5% |