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 | $17,929 | $45,050-60.2% | $63,018-71.5% | $70,126-74.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | -9.37% | 18.76%-28.1pp | 87.62%-97.0pp | 73.15%-82.5pp |
| Employer contribution / active EE | $5,203 | $2,052+153.6% | $2,761+88.5% | $2,343+122.1% |
| Participant deferral / active EE | $2,071 | $2,466-16.0% | $3,330-37.8% | $3,332-37.9% |
| Admin fee / account holder | $2,635 | $2,834-7.0% | $3,601-26.8% | $4,645-43.3% |