Filed February 14, 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 | $73,431 | $89,532-18.0% | $103,447-29.0% | $80,925-9.3% |
| Participation rate | 72.0% | 76.0%-4.0pp | 80.5%-8.5pp | 67.7%+4.3pp |
| Annual return | 10.87% | 22.80%-11.9pp | 23.92%-13.0pp | 35.65%-24.8pp |
| Employer contribution / active EE | $2,856 | $4,023-29.0% | $4,678-38.9% | $2,756+3.6% |
| Participant deferral / active EE | $4,577 | $5,459-16.2% | $6,624-30.9% | $4,299+6.5% |
| Admin fee / account holder | $1,744 | $6,774-74.2% | $9,415-81.5% | $6,940-74.9% |