Filed May 4, 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 | $221,584 | $63,861+247.0% | $104,656+111.7% | $79,859+177.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | -0.93% | 21.30%-22.2pp | 340.70%-341.6pp | 31.71%-32.6pp |
| Employer contribution / active EE | $8,289 | $1,588+421.9% | $2,682+209.1% | $2,471+235.4% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,741-100.0% |
| Admin fee / account holder | $10,743 | $4,185+156.7% | $6,466+66.1% | $5,307+102.4% |