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 | $74,095 | $67,602+9.6% | $82,312-10.0% | $70,126+5.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 7.09% | 21.57%-14.5pp | 25.88%-18.8pp | 73.15%-66.1pp |
| Employer contribution / active EE | $3,659 | $1,755+108.5% | $2,428+50.7% | $2,343+56.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,521 | $4,512-22.0% | $5,608-37.2% | $4,645-24.2% |