Filed March 13, 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 | $138,680 | $138,393+0.2% | $184,256-24.7% | $80,959+71.3% |
| Participation rate | 94.3% | 83.9%+10.4pp | 86.8%+7.5pp | 67.7%+26.6pp |
| Annual return | 9.00% | 20.01%-11.0pp | 28.85%-19.8pp | 35.67%-26.7pp |
| Employer contribution / active EE | $3,626 | $4,847-25.2% | $6,427-43.6% | $2,757+31.5% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,857 | $10,489+22.6% | $13,899-7.5% | $6,925+85.7% |