Filed December 27, 2021
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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 | $26,622 | $60,139-55.7% | $90,461-70.6% | $79,856-66.7% |
| Participation rate | 81.9% | 65.0%+17.0pp | 72.7%+9.3pp | 69.6%+12.3pp |
| Annual return | 8.81% | 71.96%-63.2pp | 1294.76%-1286.0pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,711 | $2,069-17.3% | $3,264-47.6% | $2,471-30.8% |
| Participant deferral / active EE | $3,112 | $2,939+5.9% | $3,964-21.5% | $3,741-16.8% |
| Admin fee / account holder | $9,321 | $3,978+134.3% | $5,617+66.0% | $5,306+75.7% |