Filed August 3, 2021
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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 | $153,414 | $98,760+55.3% | $149,715+2.5% | $79,858+92.1% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.4pp |
| Annual return | 5.46% | 27.43%-22.0pp | 276.66%-271.2pp | 31.72%-26.3pp |
| Employer contribution / active EE | $12,816 | $3,217+298.4% | $4,645+175.9% | $2,471+418.7% |
| Participant deferral / active EE | $8,149 | $5,681+43.4% | $6,842+19.1% | $3,740+117.9% |
| Admin fee / account holder | $2,471 | $6,053-59.2% | $9,310-73.5% | $5,306-53.4% |