Filed March 25, 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 | $56,402 | $102,595-45.0% | $94,057-40.0% | $154,746-63.6% |
| Participation rate | 77.8% | 76.0%+1.8pp | 73.3%+4.4pp | 80.7%-2.9pp |
| Annual return | 7.27% | 583.42%-576.1pp | 480.62%-473.3pp | 172.34%-165.1pp |
| Employer contribution / active EE | $3,461 | $3,147+10.0% | $2,933+18.0% | $4,379-21.0% |
| Participant deferral / active EE | $11,529 | $5,118+125.3% | $4,709+144.8% | $6,730+71.3% |
| Admin fee / account holder | $36,313 | $7,736+369.4% | $7,244+401.3% | $14,365+152.8% |