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 | $145,431+16.1% | $211,142-20.0% | $87,485+93.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 87.3%-12.3pp | 68.9%+6.1pp |
| Annual return | 12.28% | 27.21%-14.9pp | 46.84%-34.6pp | 26.06%-13.8pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,450 | $6,859-6.0% | $9,284-30.5% | $4,274+50.9% |
| Admin fee / account holder | $11,313 | $17,052-33.7% | $19,076-40.7% | $7,775+45.5% |