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 | $87,106-10.7% | $105,607-26.3% | $80,935-3.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 7.30% | 17.01%-9.7pp | 116.11%-108.8pp | 35.66%-28.4pp |
| Employer contribution / active EE | $13,176 | $2,396+449.9% | $3,167+316.1% | $2,757+378.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,500 | $8,447-58.6% | $10,958-68.1% | $6,924-49.5% |