Filed May 16, 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 | $31,402 | $82,028-61.7% | $123,105-74.5% | $59,633-47.3% |
| Participation rate | 76.4% | 83.2%-6.8pp | 86.8%-10.4pp | 68.7%+7.7pp |
| Annual return | -1.13% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,417 | $4,667-5.4% | $6,229-29.1% | $3,192+38.4% |
| Admin fee / account holder | $2,950 | $5,879-49.8% | $9,014-67.3% | $4,297-31.3% |