Filed August 17, 2021
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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 | $49,095 | $54,757-10.3% | $90,304-45.6% | $72,975-32.7% |
| Participation rate | 86.2% | 65.2%+21.0pp | 73.3%+12.9pp | 69.5%+16.7pp |
| Annual return | -1.89% | 30.63%-32.5pp | 78.13%-80.0pp | 81.01%-82.9pp |
| Employer contribution / active EE | $4,792 | $2,093+128.9% | $2,855+67.9% | $2,440+96.4% |
| Participant deferral / active EE | $1,215 | $2,887-57.9% | $3,885-68.7% | $3,608-66.3% |
| Admin fee / account holder | $1,057 | $3,973-73.4% | $5,354-80.3% | $5,124-79.4% |