Filed October 26, 2021
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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 | $29,436 | $73,848-60.1% | $143,799-79.5% | $68,486-57.0% |
| Participation rate | 81.7% | 66.7%+15.0pp | 80.3%+1.4pp | 67.9%+13.8pp |
| Annual return | -14.41% | 0.91%-15.3pp | -0.04%-14.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,016 | $3,184-36.7% | $4,952-59.3% | $2,597-22.3% |
| Participant deferral / active EE | $2,031 | $3,385-40.0% | $5,638-64.0% | $4,028-49.6% |
| Admin fee / account holder | $3,042 | $5,755-47.1% | $14,677-79.3% | $5,404-43.7% |