Filed April 12, 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 | $84,818 | $54,370+56.0% | $82,763+2.5% | $68,490+23.8% |
| Participation rate | 96.0% | 63.9%+32.1pp | 72.6%+23.4pp | 67.9%+28.1pp |
| Annual return | -15.46% | -13.67%-1.8pp | 702.45%-717.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $8,529 | $2,219+284.3% | $3,008+183.5% | $2,597+228.4% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,966 | $4,398-9.8% | $5,325-25.5% | $5,403-26.6% |