Filed October 28, 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 | $88,655 | $110,410-19.7% | $102,437-13.5% | $145,897-39.2% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 7.19% | 24.85%-17.7pp | 24.95%-17.8pp | 552.29%-545.1pp |
| Employer contribution / active EE | $4,030 | $4,217-4.4% | $3,871+4.1% | $4,663-13.6% |
| Participant deferral / active EE | $11,601 | $5,622+106.4% | $5,060+129.3% | $6,689+73.4% |
| Admin fee / account holder | $22,417 | $9,745+130.0% | $8,388+167.2% | $13,390+67.4% |