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 | $22,716 | $43,333-47.6% | $59,883-62.1% | $64,181-64.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -5.34% | -1.55%-3.8pp | 3.46%-8.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,411 | $2,029+18.8% | $2,722-11.4% | $2,381+1.3% |
| Participant deferral / active EE | $3,283 | $2,547+28.9% | $3,402-3.5% | $3,470-5.4% |
| Admin fee / account holder | $761 | $3,006-74.7% | $3,591-78.8% | $4,887-84.4% |