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 | $70,609 | $98,776-28.5% | $149,745-52.8% | $79,856-11.6% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | 1.86% | 27.38%-25.5pp | 276.72%-274.9pp | 31.71%-29.9pp |
| Employer contribution / active EE | $3,651 | $3,217+13.5% | $4,646-21.4% | $2,471+47.7% |
| Participant deferral / active EE | $10,480 | $5,681+84.5% | $6,843+53.1% | $3,741+180.2% |
| Admin fee / account holder | $10,437 | $6,053+72.4% | $9,312+12.1% | $5,306+96.7% |