Filed September 10, 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 | $168,901 | $146,267+15.5% | $197,124-14.3% | $82,448+104.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 86.7%-11.7pp | 68.1%+6.9pp |
| Annual return | 12.28% | 29.61%-17.3pp | 44.34%-32.1pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,450 | $7,035-8.3% | $9,135-29.4% | $4,139+55.8% |
| Admin fee / account holder | $11,313 | $14,422-21.6% | $16,298-30.6% | $7,234+56.4% |