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 | $64,469 | $100,060-35.6% | $149,721-56.9% | $70,126-8.1% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.1%+1.4pp | 69.5%+18.9pp |
| Annual return | 6.88% | 27.46%-20.6pp | 1501.67%-1494.8pp | 73.15%-66.3pp |
| Employer contribution / active EE | $4,577 | $3,661+25.0% | $5,444-15.9% | $2,343+95.4% |
| Participant deferral / active EE | $2,661 | $4,982-46.6% | $6,568-59.5% | $3,332-20.1% |
| Admin fee / account holder | $10,277 | $8,285+24.0% | $11,282-8.9% | $4,645+121.2% |