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 | $143,969+49.6% | $199,883+7.7% | $82,637+160.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 12.13% | 25.67%-13.5pp | 43.81%-31.7pp | 53.51%-41.4pp |
| Employer contribution / active EE | $8,164 | $4,632+76.2% | $6,261+30.4% | $2,552+219.9% |
| Participant deferral / active EE | $4,833 | $6,937-30.3% | $9,138-47.1% | $4,126+17.1% |
| Admin fee / account holder | $9,436 | $14,597-35.4% | $17,268-45.4% | $7,339+28.6% |