Filed February 4, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,120 | $101,795-65.5% | $165,100-78.7% | $80,959-56.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -1.93% | 16.73%-18.7pp | 70.21%-72.1pp | 35.67%-37.6pp |
| Employer contribution / active EE | $1,981 | $2,954-32.9% | $4,348-54.4% | $2,757-28.2% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,258 | $8,221-84.7% | $12,696-90.1% | $6,925-81.8% |