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 | $30,763 | $42,909-28.3% | $60,906-49.5% | $68,486-55.1% |
| Participation rate | 89.7% | 66.8%+22.9pp | 73.1%+16.6pp | 67.9%+21.8pp |
| Annual return | -15.07% | -13.99%-1.1pp | 16.94%-32.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,152 | $2,866+114.6% | $3,814+61.3% | $4,028+52.8% |
| Admin fee / account holder | $620 | $3,104-80.0% | $3,227-80.8% | $5,404-88.5% |