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 | $51,406 | $87,834-41.5% | $133,975-61.6% | $62,881-18.2% |
| Participation rate | 92.6% | 83.4%+9.2pp | 87.1%+5.5pp | 69.3%+23.3pp |
| Annual return | 2.17% | 12.05%-9.9pp | 29.29%-27.1pp | 20.14%-18.0pp |
| Employer contribution / active EE | $4,856 | $3,482+39.4% | $5,211-6.8% | $2,281+112.9% |
| Participant deferral / active EE | $2,901 | $4,812-39.7% | $6,282-53.8% | $3,203-9.4% |
| Admin fee / account holder | $1,859 | $5,372-65.4% | $9,324-80.1% | $4,296-56.7% |