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 | $57,105 | $201,372-71.6% | $184,260-69.0% | $145,884-60.9% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 7.79% | 29.04%-21.2pp | 28.84%-21.0pp | 551.85%-544.1pp |
| Employer contribution / active EE | $3,078 | $7,024-56.2% | $6,427-52.1% | $4,662-34.0% |
| Participant deferral / active EE | $5,603 | $9,808-42.9% | $9,133-38.6% | $6,690-16.2% |
| Admin fee / account holder | $28,091 | $16,362+71.7% | $13,898+102.1% | $13,392+109.8% |