Filed February 4, 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 | $66,406 | $49,199+35.0% | $121,204-45.2% | $75,173-11.7% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 13.02% | 56.04%-43.0pp | 987.18%-974.2pp | 160.72%-147.7pp |
| Employer contribution / active EE | $2,606 | $1,547+68.4% | $4,170-37.5% | $2,671-2.4% |
| Participant deferral / active EE | $5,474 | $2,630+108.2% | $4,083+34.1% | $4,126+32.7% |
| Admin fee / account holder | $5,793 | $3,946+46.8% | $5,651+2.5% | $5,651+2.5% |