Filed June 21, 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 | $104,522 | $75,183+39.0% | $123,894-15.6% | $55,167+89.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | -1.20% | 19.01%-20.2pp | 47.52%-48.7pp | 169.23%-170.4pp |
| Employer contribution / active EE | $4,747 | $2,823+68.1% | $4,617+2.8% | $1,963+141.9% |
| Participant deferral / active EE | $9,743 | $5,084+91.6% | $5,984+62.8% | $3,054+219.0% |
| Admin fee / account holder | $2,408 | $663+263.4% | $8,357-71.2% | $504+377.8% |