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 | $102,932 | $80,983+27.1% | $96,544+6.6% | $75,177+36.9% |
| Participation rate | 73.8% | 71.8%+2.1pp | 76.0%-2.1pp | 67.2%+6.6pp |
| Annual return | 11.16% | 27.05%-15.9pp | 25.88%-14.7pp | 160.75%-149.6pp |
| Employer contribution / active EE | $1,359 | $2,282-40.5% | $2,966-54.2% | $2,671-49.1% |
| Participant deferral / active EE | $4,157 | $3,929+5.8% | $4,851-14.3% | $4,126+0.7% |
| Admin fee / account holder | $18,146 | $6,717+170.2% | $8,254+119.8% | $5,651+221.1% |