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 | $70,366-19.8% | $66,674-15.4% | $138,895-59.4% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.7%+4.1pp | 79.9%-2.1pp |
| Annual return | 7.27% | 386.41%-379.1pp | 321.24%-314.0pp | 145.39%-138.1pp |
| Employer contribution / active EE | $3,461 | $2,765+25.2% | $2,620+32.1% | $4,194-17.5% |
| Participant deferral / active EE | $11,529 | $4,374+163.6% | $4,084+182.3% | $6,396+80.2% |
| Admin fee / account holder | $36,313 | $5,262+590.0% | $5,098+612.3% | $12,562+189.1% |