Filed January 5, 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 | $54,757 | $93,598-41.5% | $135,974-59.7% | $75,173-27.2% |
| Participation rate | 80.6% | 75.2%+5.5pp | 81.9%-1.3pp | 67.2%+13.4pp |
| Annual return | 14.46% | 30.89%-16.4pp | 68.30%-53.8pp | 160.72%-146.3pp |
| Employer contribution / active EE | $3,061 | $3,538-13.5% | $4,859-37.0% | $2,671+14.6% |
| Participant deferral / active EE | $6,811 | $6,405+6.3% | $7,760-12.2% | $4,126+65.1% |
| Admin fee / account holder | $24,198 | $6,978+246.8% | $10,767+124.8% | $5,651+328.2% |