Filed March 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 | $26,891 | $48,078-44.1% | $78,676-65.8% | $62,881-57.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.28% | 31.36%-27.1pp | 62.19%-57.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $2,106 | $2,015+4.6% | $2,850-26.1% | $2,281-7.6% |
| Participant deferral / active EE | $1,875 | $2,587-27.5% | $3,517-46.7% | $3,203-41.5% |
| Admin fee / account holder | $2,117 | $3,206-34.0% | $4,510-53.1% | $4,296-50.7% |