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 | $73,819 | $125,797-41.3% | $170,057-56.6% | $75,177-1.8% |
| Participation rate | 82.1% | 83.6%-1.5pp | 87.0%-4.9pp | 67.2%+14.9pp |
| Annual return | 8.38% | 27.20%-18.8pp | 53.42%-45.0pp | 160.75%-152.4pp |
| Employer contribution / active EE | $3,779 | $4,616-18.1% | $6,790-44.4% | $2,671+41.5% |
| Participant deferral / active EE | $4,491 | $6,838-34.3% | $10,411-56.9% | $4,126+8.8% |
| Admin fee / account holder | $22,934 | $8,177+180.5% | $12,826+78.8% | $5,651+305.8% |