Filed April 11, 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 | $77,805 | $87,059-10.6% | $105,608-26.3% | $80,925-3.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 7.30% | 17.05%-9.8pp | 116.50%-109.2pp | 35.65%-28.4pp |
| Employer contribution / active EE | $13,176 | $2,396+449.8% | $3,167+316.0% | $2,756+378.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,500 | $8,443-58.5% | $11,028-68.3% | $6,940-49.6% |