Filed March 9, 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 | $107,026 | $42,909+149.4% | $60,906+75.7% | $68,486+56.3% |
| Participation rate | 87.3% | 66.8%+20.6pp | 73.1%+14.2pp | 67.9%+19.4pp |
| Annual return | -15.71% | -13.99%-1.7pp | 16.94%-32.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $6,724 | $1,979+239.8% | $2,703+148.7% | $2,597+158.9% |
| Participant deferral / active EE | $12,535 | $2,866+337.3% | $3,814+228.7% | $4,028+211.2% |
| Admin fee / account holder | $3,237 | $3,104+4.3% | $3,227+0.3% | $5,404-40.1% |