Filed December 15, 2021
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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 | $117,361 | $81,258+44.4% | $105,218+11.5% | $59,633+96.8% |
| Participation rate | 86.4% | 75.4%+11.0pp | 77.2%+9.1pp | 68.7%+17.7pp |
| Annual return | -2.47% | 1.96%-4.4pp | 5.33%-7.8pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $797 | $2,562-68.9% | $3,255-75.5% | $2,203-63.8% |
| Participant deferral / active EE | $7,383 | $3,881+90.2% | $4,867+51.7% | $3,192+131.3% |
| Admin fee / account holder | $15,432 | $5,841+164.2% | $6,992+120.7% | $4,297+259.1% |