Filed December 2, 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 | $72,858 | $105,145-30.7% | $94,664-23.0% | $139,466-47.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 11.58% | 38.09%-26.5pp | 156.84%-145.3pp | 373.66%-362.1pp |
| Employer contribution / active EE | $1,407 | $4,107-65.7% | $3,673-61.7% | $4,754-70.4% |
| Participant deferral / active EE | $2,614 | $7,599-65.6% | $7,417-64.8% | $6,712-61.1% |
| Admin fee / account holder | $72,119 | $8,972+703.8% | $7,222+898.7% | $11,409+532.1% |