Filed December 27, 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 | $215,361 | $146,267+47.2% | $197,124+9.3% | $82,448+161.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 12.13% | 29.61%-17.5pp | 44.34%-32.2pp | 41.64%-29.5pp |
| Employer contribution / active EE | $8,164 | $4,723+72.8% | $6,227+31.1% | $2,551+220.0% |
| Participant deferral / active EE | $4,833 | $7,035-31.3% | $9,135-47.1% | $4,139+16.8% |
| Admin fee / account holder | $9,436 | $14,422-34.6% | $16,298-42.1% | $7,234+30.4% |