Filed November 16, 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 | $39,707 | $67,372-41.1% | $60,906-34.8% | $134,532-70.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.38% | 50.05%-71.4pp | 16.94%-38.3pp | 418.27%-439.6pp |
| Employer contribution / active EE | $7,326 | $3,099+136.4% | $2,703+171.0% | $4,741+54.5% |
| Participant deferral / active EE | $8,853 | $4,532+95.3% | $3,814+132.1% | $6,401+38.3% |
| Admin fee / account holder | $347 | $4,588-92.4% | $3,227-89.2% | $11,429-97.0% |