Filed June 17, 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 | $23,600 | $46,877-49.7% | $122,354-80.7% | $70,124-66.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.99% | 24.22%-9.2pp | 30.28%-15.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $841 | $1,288-34.7% | $4,051-79.2% | $2,342-64.1% |
| Participant deferral / active EE | $1,808 | $2,167-16.6% | $3,287-45.0% | $3,332-45.7% |
| Admin fee / account holder | $633 | $3,324-81.0% | $5,479-88.4% | $4,645-86.4% |