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 | $34,663 | $46,599-25.6% | $64,101-45.9% | $75,173-53.9% |
| Participation rate | 94.7% | 65.9%+28.8pp | 72.3%+22.4pp | 67.2%+27.5pp |
| Annual return | 24.27% | 26.06%-1.8pp | 33.72%-9.5pp | 160.72%-136.5pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,447 | $2,837+197.7% | $3,881+117.7% | $4,126+104.7% |
| Admin fee / account holder | $2,588 | $2,956-12.4% | $3,070-15.7% | $5,651-54.2% |