Filed January 26, 2022
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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 | $14,244 | $39,132-63.6% | $57,196-75.1% | $62,881-77.3% |
| Participation rate | 89.7% | 70.5%+19.2pp | 75.3%+14.3pp | 69.3%+20.4pp |
| Annual return | 10.30% | 9.24%+1.1pp | 14.59%-4.3pp | 20.14%-9.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,726 | $2,374+141.2% | $3,096+84.9% | $3,203+78.8% |
| Admin fee / account holder | $640 | $2,594-75.3% | $3,141-79.6% | $4,296-85.1% |