Filed August 20, 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 | $34,909 | $197,625-82.3% | $177,840-80.4% | $158,966-78.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.27% | 58.76%-58.5pp | 48.32%-48.1pp | 302.95%-302.7pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,596 | $8,405-57.2% | $7,714-53.4% | $5,983-39.9% |
| Admin fee / account holder | $7,875 | $15,405-48.9% | $12,431-36.6% | $11,250-30.0% |