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 | $20,076 | $76,551-73.8% | $123,894-83.8% | $62,881-68.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 22.93% | 18.68%+4.2pp | 47.52%-24.6pp | 20.14%+2.8pp |
| Employer contribution / active EE | $1,351 | $2,882-53.1% | $4,617-70.7% | $2,281-40.8% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $632 | $4,826-86.9% | $8,357-92.4% | $4,296-85.3% |