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 | $162,136+14.9% | $152,301+22.3% | $154,746+20.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.84% | 91.02%-82.2pp | 80.50%-71.7pp | 172.34%-163.5pp |
| Employer contribution / active EE | $4,186 | $4,890-14.4% | $4,624-9.5% | $4,379-4.4% |
| Participant deferral / active EE | $11,471 | $8,341+37.5% | $8,004+43.3% | $6,730+70.4% |
| Admin fee / account holder | $187,830 | $15,759+1091.9% | $14,398+1204.6% | $14,365+1207.5% |