Filed February 1, 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 | $43,177 | $209,888-79.4% | $189,545-77.2% | $167,553-74.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.58% | 748.66%-741.1pp | 555.36%-547.8pp | 478.89%-471.3pp |
| Employer contribution / active EE | $2,339 | $6,915-66.2% | $6,162-62.0% | $4,840-51.7% |
| Participant deferral / active EE | $4,035 | $8,934-54.8% | $8,220-50.9% | $6,343-36.4% |
| Admin fee / account holder | $23,563 | $14,300+64.8% | $12,049+95.6% | $12,316+91.3% |