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 | $135,287 | $54,370+148.8% | $82,763+63.5% | $68,490+97.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -23.70% | -13.67%-10.0pp | 702.45%-726.1pp | -7.85%-15.8pp |
| Employer contribution / active EE | $3,221 | $2,219+45.1% | $3,008+7.1% | $2,597+24.0% |
| Participant deferral / active EE | $4,430 | $3,247+36.4% | $4,395+0.8% | $4,028+10.0% |
| Admin fee / account holder | $12,490 | $4,398+184.0% | $5,325+134.6% | $5,403+131.2% |