Filed November 3, 2021
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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 | $28,965 | $85,790-66.2% | $67,313-57.0% | $135,381-78.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.10% | -0.54%-5.6pp | -4.08%-2.0pp | 519.81%-525.9pp |
| Employer contribution / active EE | $1,238 | $3,487-64.5% | $2,566-51.8% | $4,779-74.1% |
| Participant deferral / active EE | $2,511 | $4,651-46.0% | $3,568-29.6% | $5,609-55.2% |
| Admin fee / account holder | $3,012 | $6,392-52.9% | $4,507-33.2% | $10,828-72.2% |