Filed June 1, 2022
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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 | $15,923 | $166,268-90.4% | $165,100-90.4% | $145,897-89.1% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 9.91% | 100.52%-90.6pp | 70.21%-60.3pp | 552.29%-542.4pp |
| Employer contribution / active EE | $2,147 | $5,284-59.4% | $4,348-50.6% | $4,663-54.0% |
| Participant deferral / active EE | $3,492 | $6,964-49.9% | $6,035-42.1% | $6,689-47.8% |
| Admin fee / account holder | $689 | $16,659-95.9% | $12,696-94.6% | $13,390-94.9% |