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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,974 | $39,132-43.8% | $57,196-61.6% | $62,881-65.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.64% | 9.24%-1.6pp | 14.59%-7.0pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,934 | $1,874+3.2% | $2,683-27.9% | $2,281-15.2% |
| Participant deferral / active EE | $2,452 | $2,374+3.3% | $3,096-20.8% | $3,203-23.4% |
| Admin fee / account holder | $408 | $2,594-84.3% | $3,141-87.0% | $4,296-90.5% |