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 | $72,071-21.7% | $68,368-17.5% | $137,256-58.9% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 7.27% | 353.14%-345.9pp | 292.57%-285.3pp | 220.34%-213.1pp |
| Employer contribution / active EE | $3,461 | $2,788+24.1% | $2,649+30.6% | $4,156-16.7% |
| Participant deferral / active EE | $11,529 | $4,410+161.4% | $4,123+179.6% | $6,407+79.9% |
| Admin fee / account holder | $36,313 | $5,336+580.6% | $5,150+605.1% | $12,270+195.9% |