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 | $59,819 | $137,414-56.5% | $189,537-68.4% | $85,847-30.3% |
| Participation rate | 89.7% | 84.6%+5.0pp | 87.8%+1.9pp | 69.3%+20.3pp |
| Annual return | 8.86% | 38.14%-29.3pp | 555.34%-546.5pp | 318.61%-309.7pp |
| Employer contribution / active EE | $5,542 | $4,344+27.6% | $6,161-10.0% | $2,565+116.0% |
| Participant deferral / active EE | $3,792 | $6,260-39.4% | $8,220-53.9% | $3,952-4.0% |
| Admin fee / account holder | $6,376 | $8,630-26.1% | $12,048-47.1% | $6,261+1.8% |