Filed March 17, 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 | $32,861 | $106,280-69.1% | $96,538-66.0% | $139,487-76.4% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.3%+10.7pp | 80.3%+4.7pp |
| Annual return | 4.08% | 38.48%-34.4pp | 35.74%-31.7pp | 373.84%-369.8pp |
| Employer contribution / active EE | $5,517 | $4,107+34.3% | $3,740+47.5% | $4,755+16.0% |
| Participant deferral / active EE | $5,668 | $5,457+3.9% | $4,880+16.1% | $6,713-15.6% |
| Admin fee / account holder | $25,800 | $7,888+227.1% | $6,737+282.9% | $11,407+126.2% |