Filed June 6, 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 | $23,272 | $48,247-51.8% | $68,815-66.2% | $68,494-66.0% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -14.46% | -12.70%-1.8pp | -6.37%-8.1pp | -7.86%-6.6pp |
| Employer contribution / active EE | $1,009 | $1,828-44.8% | $2,656-62.0% | $2,597-61.2% |
| Participant deferral / active EE | $1,231 | $2,866-57.0% | $3,943-68.8% | $4,028-69.4% |
| Admin fee / account holder | $450 | $4,365-89.7% | $4,936-90.9% | $5,403-91.7% |