Filed December 12, 2021
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,886 | $138,102-57.4% | $125,381-53.0% | $134,532-56.2% |
| Participation rate | 95.8% | 84.5%+11.3pp | 82.4%+13.5pp | 81.2%+14.6pp |
| Annual return | -16.43% | 750.73%-767.2pp | 572.31%-588.7pp | 418.27%-434.7pp |
| Employer contribution / active EE | $3,720 | $5,245-29.1% | $4,815-22.7% | $4,741-21.5% |
| Participant deferral / active EE | $8,287 | $7,801+6.2% | $7,448+11.3% | $6,401+29.5% |
| Admin fee / account holder | $6,284 | $11,568-45.7% | $10,007-37.2% | $11,429-45.0% |