Filed January 21, 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 | $12,553 | $84,684-85.2% | $73,835-83.0% | $125,388-90.0% |
| Participation rate | 71.4% | 76.8%-5.3pp | 73.4%-2.0pp | 83.2%-11.8pp |
| Annual return | -4.60% | 3123.93%-3128.5pp | 2268.13%-2272.7pp | 282.24%-286.8pp |
| Employer contribution / active EE | $2,101 | $3,123-32.7% | $2,788-24.6% | $4,866-56.8% |
| Participant deferral / active EE | $4,392 | $3,993+10.0% | $3,583+22.6% | $5,352-17.9% |
| Admin fee / account holder | $1,636 | $5,691-71.3% | $4,880-66.5% | $9,541-82.9% |