Filed June 23, 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 | $122,543 | $78,520+56.1% | $96,576+26.9% | $82,448+48.6% |
| Participation rate | 74.0% | 77.7%-3.7pp | 81.4%-7.4pp | 68.1%+5.9pp |
| Annual return | 12.44% | 41.30%-28.9pp | 38.47%-26.0pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,333 | $2,630-11.3% | $3,553-34.4% | $2,551-8.6% |
| Participant deferral / active EE | $3,941 | $6,754-41.7% | $7,956-50.5% | $4,139-4.8% |
| Admin fee / account holder | $6,919 | $13,455-48.6% | $11,381-39.2% | $7,234-4.4% |