Filed April 27, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,318 | $162,136-20.9% | $152,301-15.7% | $154,746-17.1% |
| Participation rate | 95.7% | 84.1%+11.5pp | 82.4%+13.2pp | 80.7%+15.0pp |
| Annual return | 11.53% | 91.02%-79.5pp | 80.50%-69.0pp | 172.34%-160.8pp |
| Employer contribution / active EE | $5,470 | $4,890+11.8% | $4,624+18.3% | $4,379+24.9% |
| Participant deferral / active EE | $16,610 | $8,341+99.1% | $8,004+107.5% | $6,730+146.8% |
| Admin fee / account holder | $26,124 | $15,759+65.8% | $14,398+81.4% | $14,365+81.9% |