Filed October 13, 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 | $156,116 | $69,541+124.5% | $59,899+160.6% | $135,380+15.3% |
| Participation rate | 82.4% | 77.8%+4.5pp | 74.7%+7.7pp | 82.6%-0.3pp |
| Annual return | -1.69% | 7.95%-9.6pp | 3.46%-5.2pp | 519.81%-521.5pp |
| Employer contribution / active EE | $7,541 | $3,236+133.0% | $2,723+177.0% | $4,779+57.8% |
| Participant deferral / active EE | $4,061 | $4,206-3.4% | $3,402+19.3% | $5,609-27.6% |
| Admin fee / account holder | $33,729 | $5,737+487.9% | $3,592+839.0% | $10,828+211.5% |