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 | $158,175 | $57,330+175.9% | $86,656+82.5% | $75,177+110.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 11.64% | 2675.40%-2663.8pp | 593.09%-581.5pp | 160.75%-149.1pp |
| Employer contribution / active EE | $3,245 | $2,316+40.1% | $3,025+7.3% | $2,671+21.5% |
| Participant deferral / active EE | $5,006 | $3,320+50.8% | $4,439+12.8% | $4,126+21.3% |
| Admin fee / account holder | $312 | $4,115-92.4% | $5,619-94.4% | $5,651-94.5% |