Filed August 21, 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 | $55,301 | $89,370-38.1% | $141,197-60.8% | $72,976-24.2% |
| Participation rate | 80.8% | 75.1%+5.6pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 18.09% | 111.88%-93.8pp | 71.41%-53.3pp | 81.02%-62.9pp |
| Employer contribution / active EE | $2,778 | $3,115-10.8% | $4,736-41.3% | $2,440+13.9% |
| Participant deferral / active EE | $6,755 | $5,419+24.7% | $6,710+0.7% | $3,608+87.2% |
| Admin fee / account holder | $13,991 | $5,957+134.9% | $10,265+36.3% | $5,124+173.0% |