Filed July 17, 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 | $52,869 | $64,716-18.3% | $112,258-52.9% | $68,495-22.8% |
| Participation rate | 78.9% | 67.2%+11.8pp | 75.1%+3.9pp | 67.9%+11.1pp |
| Annual return | -22.21% | -11.40%-10.8pp | 27.47%-49.7pp | -7.84%-14.4pp |
| Employer contribution / active EE | $2,471 | $2,746-10.0% | $3,636-32.0% | $2,596-4.8% |
| Participant deferral / active EE | $5,891 | $3,565+65.3% | $4,728+24.6% | $4,028+46.3% |
| Admin fee / account holder | $800 | $5,232-84.7% | $6,411-87.5% | $5,403-85.2% |