Filed May 24, 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 | $62,788 | $106,267-40.9% | $96,520-34.9% | $139,456-55.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -17.42% | 38.45%-55.9pp | 35.72%-53.1pp | 373.45%-390.9pp |
| Employer contribution / active EE | $2,949 | $4,105-28.2% | $3,739-21.1% | $4,753-38.0% |
| Participant deferral / active EE | $6,891 | $5,454+26.3% | $4,879+41.3% | $6,711+2.7% |
| Admin fee / account holder | $34,908 | $7,882+342.9% | $6,733+418.5% | $11,407+206.0% |