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 | $52,551 | $185,905-71.7% | $170,057-69.1% | $139,487-62.3% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 10.13% | 60.56%-50.4pp | 53.42%-43.3pp | 373.84%-363.7pp |
| Employer contribution / active EE | $2,615 | $7,597-65.6% | $6,790-61.5% | $4,755-45.0% |
| Participant deferral / active EE | $3,131 | $11,627-73.1% | $10,411-69.9% | $6,713-53.4% |
| Admin fee / account holder | $2,039 | $15,397-86.8% | $12,826-84.1% | $11,407-82.1% |