Filed April 19, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,755 | $39,798+7.4% | $67,704-36.9% | $59,633-28.3% |
| Participation rate | 82.1% | 57.4%+24.8pp | 67.5%+14.6pp | 68.7%+13.5pp |
| Annual return | -1.02% | 89.94%-91.0pp | 25.41%-26.4pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,477 | $1,393+6.1% | $2,559-42.3% | $2,203-32.9% |
| Participant deferral / active EE | $2,584 | $2,335+10.6% | $3,585-27.9% | $3,192-19.1% |
| Admin fee / account holder | $2,717 | $3,212-15.4% | $4,255-36.1% | $4,297-36.8% |