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 | $119,295 | $72,114+65.4% | $108,745+9.7% | $62,881+89.7% |
| Participation rate | 92.5% | 74.6%+17.9pp | 77.7%+14.8pp | 69.3%+23.2pp |
| Annual return | 4.68% | 13.41%-8.7pp | 46.22%-41.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $929 | $2,694-65.5% | $3,323-72.0% | $2,281-59.3% |
| Participant deferral / active EE | $7,908 | $4,044+95.5% | $5,121+54.4% | $3,203+146.9% |
| Admin fee / account holder | $15,095 | $4,608+227.6% | $6,144+145.7% | $4,296+251.4% |