Filed March 31, 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 | $21,378 | $40,264-46.9% | $57,349-62.7% | $59,633-64.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -2.92% | 27.51%-30.4pp | 24.40%-27.3pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $1,866 | $1,922-2.9% | $2,689-30.6% | $2,203-15.3% |
| Participant deferral / active EE | $3,368 | $2,400+40.3% | $3,162+6.5% | $3,192+5.5% |
| Admin fee / account holder | $2,614 | $2,819-7.3% | $3,356-22.1% | $4,297-39.2% |