Filed November 30, 2022
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,689 | $97,550-33.7% | $120,344-46.2% | $87,485-26.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 8.46% | 18.41%-9.9pp | 20.30%-11.8pp | 26.06%-17.6pp |
| Employer contribution / active EE | $8,030 | $2,291+250.5% | $3,020+165.9% | $2,596+209.3% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,232 | $9,543-34.7% | $12,742-51.1% | $7,775-19.8% |