Filed November 7, 2022
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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.
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 | $4,706 | $73,988-93.6% | $96,538-95.1% | $75,177-93.7% |
| Participation rate | 97.0% | 66.4%+30.5pp | 74.3%+22.6pp | 67.2%+29.8pp |
| Annual return | -76.19% | 26.73%-102.9pp | 35.74%-111.9pp | 160.75%-236.9pp |
| Employer contribution / active EE | $1,240 | $2,930-57.7% | $3,740-66.8% | $2,671-53.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $973 | $5,220-81.4% | $6,737-85.6% | $5,651-82.8% |