Filed October 4, 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 | $55,170 | $167,533-67.1% | $151,645-63.6% | $134,545-59.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.37% | 7.81%-31.2pp | 3.34%-26.7pp | 418.37%-441.7pp |
| Employer contribution / active EE | $6,463 | $6,828-5.3% | $6,165+4.8% | $4,742+36.3% |
| Participant deferral / active EE | $6,171 | $8,985-31.3% | $8,363-26.2% | $6,401-3.6% |
| Admin fee / account holder | $983 | $13,781-92.9% | $11,614-91.5% | $11,431-91.4% |