Filed April 21, 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 | $123,421 | $82,678+49.3% | $125,391-1.6% | $68,490+80.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.50% | -5.97%-6.5pp | 572.41%-584.9pp | -7.85%-4.6pp |
| Employer contribution / active EE | $13,729 | $3,382+305.9% | $4,816+185.1% | $2,597+428.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,983 | $6,277-68.4% | $10,009-80.2% | $5,403-63.3% |