Filed February 25, 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 | $33,356 | $92,766-64.0% | $82,763-59.7% | $134,545-75.2% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.6%+22.2pp | 81.2%+13.5pp |
| Annual return | -21.73% | 946.97%-968.7pp | 702.45%-724.2pp | 418.37%-440.1pp |
| Employer contribution / active EE | $6,264 | $3,273+91.4% | $3,008+108.2% | $4,742+32.1% |
| Participant deferral / active EE | $5,355 | $4,802+11.5% | $4,395+21.8% | $6,401-16.4% |
| Admin fee / account holder | $593 | $5,978-90.1% | $5,325-88.9% | $11,431-94.8% |