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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,522 | $99,994-60.5% | $146,647-73.0% | $85,851-54.0% |
| Participation rate | 97.7% | 73.1%+24.7pp | 80.1%+17.7pp | 69.3%+28.4pp |
| Annual return | 37.05% | 18.93%+18.1pp | 22.75%+14.3pp | 318.63%-281.6pp |
| Employer contribution / active EE | $1,276 | $2,559-50.2% | $4,137-69.2% | $2,565-50.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $836 | $7,703-89.1% | $10,281-91.9% | $6,261-86.6% |