Filed May 12, 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 | $10,441 | $42,910-75.7% | $60,919-82.9% | $68,490-84.8% |
| Participation rate | 86.5% | 66.8%+19.7pp | 73.1%+13.4pp | 67.9%+18.6pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.96%-17.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $5,523 | $1,978+179.1% | $2,704+104.3% | $2,597+112.7% |
| Participant deferral / active EE | $2,067 | $2,866-27.9% | $3,814-45.8% | $4,028-48.7% |
| Admin fee / account holder | $345 | $3,104-88.9% | $3,228-89.3% | $5,403-93.6% |