Filed May 31, 2022
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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 | $184,192 | $51,638+256.7% | $68,368+169.4% | $82,448+123.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 9.34% | 37.53%-28.2pp | 292.57%-283.2pp | 41.64%-32.3pp |
| Employer contribution / active EE | $2,935 | $2,047+43.4% | $2,649+10.8% | $2,551+15.1% |
| Participant deferral / active EE | $4,348 | $2,914+49.2% | $4,123+5.5% | $4,139+5.0% |
| Admin fee / account holder | $17,141 | $4,643+269.1% | $5,150+232.8% | $7,234+136.9% |