Filed March 29, 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 | $33,721 | $70,366-52.1% | $66,674-49.4% | $138,895-75.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 6.53% | 386.41%-379.9pp | 321.24%-314.7pp | 145.39%-138.9pp |
| Employer contribution / active EE | $10,960 | $2,765+296.4% | $2,620+318.3% | $4,194+161.3% |
| Participant deferral / active EE | $11,028 | $4,374+152.1% | $4,084+170.0% | $6,396+72.4% |
| Admin fee / account holder | $40,274 | $5,262+665.3% | $5,098+690.0% | $12,562+220.6% |