Filed March 20, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,078 | $77,817-66.5% | $123,553-78.9% | $64,173-59.4% |
| Participation rate | 96.9% | 74.7%+22.2pp | 82.3%+14.6pp | 69.6%+27.3pp |
| Annual return | 1.20% | 12.49%-11.3pp | 119.21%-118.0pp | 7.63%-6.4pp |
| Employer contribution / active EE | $2,712 | $3,014-10.0% | $4,628-41.4% | $2,381+13.9% |
| Participant deferral / active EE | $5,568 | $5,240+6.3% | $6,426-13.4% | $3,470+60.5% |
| Admin fee / account holder | $699 | $5,519-87.3% | $9,284-92.5% | $4,887-85.7% |