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 | $21,421 | $45,087-52.5% | $69,483-69.2% | $72,976-70.6% |
| Participation rate | 83.3% | 68.5%+14.9pp | 74.6%+8.7pp | 69.5%+13.8pp |
| Annual return | 21.05% | 22.67%-1.6pp | 28.99%-7.9pp | 81.02%-60.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,852 | $2,603+48.0% | $3,537+8.9% | $3,608+6.8% |
| Admin fee / account holder | $3,530 | $3,057+15.5% | $3,841-8.1% | $5,124-31.1% |