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 | $34,959 | $81,870-57.3% | $119,634-70.8% | $68,490-49.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -3.14% | -23.82%+20.7pp | -14.98%+11.8pp | -7.85%+4.7pp |
| Employer contribution / active EE | $1,868 | $2,692-30.6% | $4,232-55.9% | $2,597-28.1% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,299 | $6,583-80.3% | $10,329-87.4% | $5,403-75.9% |