Filed September 13, 2021
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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 | $28,608 | $39,132-26.9% | $57,196-50.0% | $62,881-54.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.28% | 9.24%-2.0pp | 14.59%-7.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,969 | $1,874+111.8% | $2,683+47.9% | $2,281+74.0% |
| Participant deferral / active EE | $1,134 | $2,374-52.2% | $3,096-63.4% | $3,203-64.6% |
| Admin fee / account holder | $1,227 | $2,594-52.7% | $3,141-60.9% | $4,296-71.4% |