Filed October 26, 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 | $39,301 | $209,422-81.2% | $178,503-78.0% | $158,982-75.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -11.60% | 188.81%-200.4pp | 151.12%-162.7pp | 302.99%-314.6pp |
| Employer contribution / active EE | $10,228 | $5,707+79.2% | $5,011+104.1% | $4,763+114.7% |
| Participant deferral / active EE | $7,334 | $5,955+23.2% | $5,202+41.0% | $5,983+22.6% |
| Admin fee / account holder | $231,547 | $17,079+1255.7% | $13,987+1555.4% | $11,252+1957.9% |