Filed April 5, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,317 | $40,275-9.8% | $57,356-36.7% | $59,633-39.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.75% | 27.52%-26.8pp | 24.41%-23.7pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $4,843 | $1,921+152.0% | $2,689+80.1% | $2,203+119.9% |
| Participant deferral / active EE | $6,317 | $2,400+163.2% | $3,162+99.8% | $3,192+97.9% |
| Admin fee / account holder | $2,839 | $2,820+0.6% | $3,357-15.4% | $4,297-33.9% |