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 | $32,469 | $82,334-60.6% | $68,815-52.8% | $134,554-75.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.09% | -2.17%-17.9pp | -6.37%-13.7pp | 418.46%-438.5pp |
| Employer contribution / active EE | $1,281 | $3,303-61.2% | $2,656-51.8% | $4,742-73.0% |
| Participant deferral / active EE | $3,135 | $4,741-33.9% | $3,943-20.5% | $6,401-51.0% |
| Admin fee / account holder | $1,238 | $6,484-80.9% | $4,936-74.9% | $11,430-89.2% |