Filed March 13, 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 | $65,979 | $81,457-19.0% | $103,378-36.2% | $80,911-18.5% |
| Participation rate | 98.7% | 66.8%+31.8pp | 74.5%+24.2pp | 67.6%+31.0pp |
| Annual return | -29.35% | 25.58%-54.9pp | 24.91%-54.3pp | 35.63%-65.0pp |
| Employer contribution / active EE | $35,003 | $3,107+1026.5% | $3,870+804.4% | $2,756+1170.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $61,275 | $6,717+812.3% | $8,401+629.4% | $6,935+783.6% |