Filed March 8, 2022
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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 | $65,542 | $73,019-10.2% | $90,766-27.8% | $68,490-4.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -17.68% | -13.81%-3.9pp | -12.16%-5.5pp | -7.85%-9.8pp |
| Employer contribution / active EE | $4,356 | $2,193+98.7% | $2,922+49.1% | $2,597+67.8% |
| Participant deferral / active EE | $12,642 | $3,626+248.6% | $4,565+176.9% | $4,028+213.9% |
| Admin fee / account holder | $1,045 | $5,897-82.3% | $8,446-87.6% | $5,403-80.7% |