Filed December 1, 2021
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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 | $150,095 | $138,393+8.5% | $184,256-18.5% | $80,959+85.4% |
| Participation rate | 96.5% | 83.9%+12.6pp | 86.8%+9.7pp | 67.7%+28.8pp |
| Annual return | 10.50% | 20.01%-9.5pp | 28.85%-18.3pp | 35.67%-25.2pp |
| Employer contribution / active EE | $4,320 | $4,847-10.9% | $6,427-32.8% | $2,757+56.7% |
| Participant deferral / active EE | $9,756 | $7,076+37.9% | $9,133+6.8% | $4,300+126.9% |
| Admin fee / account holder | $13,627 | $10,489+29.9% | $13,899-2.0% | $6,925+96.8% |