Filed December 30, 2022
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,893 | $72,177-79.4% | $115,038-87.1% | $59,633-75.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 2.59% | 12.02%-9.4pp | 26.14%-23.5pp | 2041.45%-2038.9pp |
| Employer contribution / active EE | $2,139 | $2,841-24.7% | $4,608-53.6% | $2,203-2.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $607 | $4,927-87.7% | $8,175-92.6% | $4,297-85.9% |