Filed May 26, 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 | $61,899 | $43,333+42.8% | $59,883+3.4% | $64,181-3.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -5.29% | -1.55%-3.7pp | 3.46%-8.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $4,225 | $2,029+108.2% | $2,722+55.2% | $2,381+77.5% |
| Participant deferral / active EE | $5,866 | $2,547+130.3% | $3,402+72.4% | $3,470+69.1% |
| Admin fee / account holder | $8,513 | $3,006+183.2% | $3,591+137.1% | $4,887+74.2% |