Filed September 5, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,011 | $42,910-30.1% | $60,919-50.7% | $68,490-56.2% |
| Participation rate | 71.0% | 66.8%+4.3pp | 73.1%-2.1pp | 67.9%+3.1pp |
| Annual return | -15.41% | -13.99%-1.4pp | 16.96%-32.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,305 | $1,978-34.0% | $2,704-51.7% | $2,597-49.7% |
| Participant deferral / active EE | $1,883 | $2,866-34.3% | $3,814-50.6% | $4,028-53.3% |
| Admin fee / account holder | $3,392 | $3,104+9.3% | $3,228+5.1% | $5,403-37.2% |