Filed June 29, 2023
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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 | $51,194 | $94,529-45.8% | $140,019-63.4% | $64,173-20.2% |
| Participation rate | 87.3% | 84.1%+3.3pp | 87.5%-0.2pp | 69.6%+17.8pp |
| Annual return | -8.03% | 7.77%-15.8pp | 651.15%-659.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,354 | $3,812-64.5% | $5,605-75.8% | $2,381-43.1% |
| Participant deferral / active EE | $2,621 | $5,250-50.1% | $6,927-62.2% | $3,470-24.5% |
| Admin fee / account holder | $710 | $6,741-89.5% | $10,705-93.4% | $4,887-85.5% |