Filed January 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 | $72,025 | $146,267-50.8% | $197,124-63.5% | $82,448-12.6% |
| Participation rate | 78.8% | 84.0%-5.2pp | 86.7%-7.9pp | 68.1%+10.7pp |
| Annual return | 12.57% | 29.61%-17.0pp | 44.34%-31.8pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,454 | $4,723-48.0% | $6,227-60.6% | $2,551-3.8% |
| Participant deferral / active EE | $4,400 | $7,035-37.4% | $9,135-51.8% | $4,139+6.3% |
| Admin fee / account holder | $10,514 | $14,422-27.1% | $16,298-35.5% | $7,234+45.3% |