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 | $88,466 | $65,566+34.9% | $86,235+2.6% | $75,177+17.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 27.09% | 46.07%-19.0pp | 1170.03%-1142.9pp | 160.75%-133.7pp |
| Employer contribution / active EE | $2,618 | $1,553+68.6% | $2,381+10.0% | $2,671-2.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $945 | $5,470-82.7% | $6,856-86.2% | $5,651-83.3% |