Filed September 9, 2021
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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 | $21,781 | $43,423-49.8% | $78,676-72.3% | $55,167-60.5% |
| Participation rate | 84.8% | 68.0%+16.8pp | 73.6%+11.3pp | 69.0%+15.8pp |
| Annual return | 6.29% | 11.53%-5.2pp | 62.19%-55.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,478 | $2,509+78.5% | $3,517+27.3% | $3,054+46.6% |
| Admin fee / account holder | $302 | $416-27.4% | $4,510-93.3% | $504-40.1% |