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 | $150,027 | $138,385+8.4% | $184,243-18.6% | $80,925+85.4% |
| Participation rate | 75.5% | 83.9%-8.4pp | 86.8%-11.4pp | 67.7%+7.8pp |
| Annual return | 9.67% | 20.02%-10.3pp | 28.82%-19.1pp | 35.65%-26.0pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,128 | $7,075-13.4% | $9,132-32.9% | $4,299+42.6% |
| Admin fee / account holder | $10,124 | $10,489-3.5% | $13,914-27.2% | $6,940+45.9% |