Filed January 7, 2022
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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 | $52,963 | $138,102-61.6% | $125,381-57.8% | $134,532-60.6% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -17.69% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,538 | $7,801+22.3% | $7,448+28.1% | $6,401+49.0% |
| Admin fee / account holder | $17,043 | $11,568+47.3% | $10,007+70.3% | $11,429+49.1% |