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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,486 | $93,598+31.9% | $135,974-9.2% | $75,173+64.3% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 8.64% | 30.89%-22.3pp | 68.30%-59.7pp | 160.72%-152.1pp |
| Employer contribution / active EE | $15,344 | $3,538+333.7% | $4,859+215.8% | $2,671+474.5% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,504 | $6,978-78.4% | $10,767-86.0% | $5,651-73.4% |