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 | $178,842 | $65,434+173.3% | $98,483+81.6% | $85,847+108.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 8.72% | 21.75%-13.0pp | 1494.38%-1485.7pp | 318.61%-309.9pp |
| Employer contribution / active EE | $2,851 | $2,169+31.5% | $2,961-3.7% | $2,565+11.2% |
| Participant deferral / active EE | $3,534 | $3,168+11.6% | $4,276-17.4% | $3,952-10.6% |
| Admin fee / account holder | $393 | $4,595-91.4% | $5,953-93.4% | $6,261-93.7% |