Filed October 25, 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 | $88,734 | $89,364-0.7% | $141,177-37.1% | $72,983+21.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 3.55% | 111.86%-108.3pp | 71.40%-67.9pp | 81.01%-77.5pp |
| Employer contribution / active EE | $7,795 | $3,115+150.3% | $4,736+64.6% | $2,440+219.5% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,001 | $5,959-66.4% | $10,263-80.5% | $5,124-61.0% |