Filed March 24, 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 | $109,346 | $53,063+106.1% | $124,206-12.0% | $82,637+32.3% |
| Participation rate | 74.0% | 58.4%+15.6pp | 69.6%+4.4pp | 68.1%+6.0pp |
| Annual return | 12.14% | 68.87%-56.7pp | 515.27%-503.1pp | 53.51%-41.4pp |
| Employer contribution / active EE | $1,454 | $1,530-5.0% | $3,540-58.9% | $2,552-43.0% |
| Participant deferral / active EE | $3,553 | $2,644+34.4% | $3,968-10.4% | $4,126-13.9% |
| Admin fee / account holder | $20,351 | $4,281+375.4% | $5,929+243.3% | $7,339+177.3% |