Filed June 11, 2021
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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 | $172,392 | $81,504+111.5% | $102,437+68.3% | $80,959+112.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 17.62% | 25.60%-8.0pp | 24.95%-7.3pp | 35.67%-18.0pp |
| Employer contribution / active EE | $12,349 | $3,104+297.9% | $3,871+219.0% | $2,757+347.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,435 | $6,719-63.8% | $8,388-71.0% | $6,925-64.8% |