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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,030 | $167,353-76.1% | $143,797-72.2% | $134,545-70.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -11.60% | 0.48%-12.1pp | -0.04%-11.6pp | 418.37%-430.0pp |
| Employer contribution / active EE | $1,681 | $5,620-70.1% | $4,952-66.1% | $4,742-64.6% |
| Participant deferral / active EE | $2,839 | $6,447-56.0% | $5,638-49.6% | $6,401-55.6% |
| Admin fee / account holder | $1,251 | $18,096-93.1% | $14,679-91.5% | $11,431-89.1% |