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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,465 | $54,355+49.9% | $82,744-1.5% | $68,486+19.0% |
| Participation rate | 90.3% | 63.9%+26.4pp | 72.6%+17.8pp | 67.9%+22.4pp |
| Annual return | 8.38% | -13.67%+22.0pp | 702.22%-693.8pp | -7.85%+16.2pp |
| Employer contribution / active EE | $5,364 | $2,219+141.8% | $3,008+78.3% | $2,597+106.6% |
| Participant deferral / active EE | $1,313 | $3,246-59.5% | $4,395-70.1% | $4,028-67.4% |
| Admin fee / account holder | $1,962 | $4,397-55.4% | $5,325-63.1% | $5,404-63.7% |