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 | $77,358+58.4% | $102,184+19.9% | $87,485+40.1% |
| Participation rate | 74.0% | 78.7%-4.7pp | 82.6%-8.6pp | 68.9%+5.1pp |
| Annual return | 12.44% | 41.11%-28.7pp | 31.58%-19.1pp | 26.06%-13.6pp |
| Employer contribution / active EE | $2,333 | $2,562-9.0% | $3,594-35.1% | $2,596-10.2% |
| Participant deferral / active EE | $3,941 | $6,753-41.6% | $8,309-52.6% | $4,274-7.8% |
| Admin fee / account holder | $6,919 | $6,809+1.6% | $11,609-40.4% | $7,775-11.0% |