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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,828 | $60,349+19.0% | $74,184-3.2% | $62,881+14.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -6.84% | 21.38%-28.2pp | 17.74%-24.6pp | 20.14%-27.0pp |
| Employer contribution / active EE | $3,556 | $1,680+111.6% | $2,370+50.0% | $2,281+55.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,719 | $4,261-12.7% | $5,586-33.4% | $4,296-13.4% |