Filed July 21, 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 | $186,262 | $155,555+19.7% | $146,866+26.8% | $155,188+20.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.84% | 115.41%-106.6pp | 102.85%-94.0pp | 148.84%-140.0pp |
| Employer contribution / active EE | $4,186 | $4,647-9.9% | $4,425-5.4% | $4,248-1.5% |
| Participant deferral / active EE | $11,471 | $8,044+42.6% | $7,759+47.8% | $6,531+75.6% |
| Admin fee / account holder | $187,830 | $14,755+1173.0% | $13,620+1279.1% | $14,480+1197.2% |