Filed July 8, 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 | $141,991 | $59,813+137.4% | $79,580+78.4% | $68,486+107.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 8.60% | -12.30%+20.9pp | 0.15%+8.4pp | -7.85%+16.4pp |
| Employer contribution / active EE | $4,392 | $1,505+191.8% | $2,413+82.0% | $2,597+69.2% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,903 | $4,835-60.6% | $6,835-72.2% | $5,404-64.8% |