Filed November 30, 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 | $111,833 | $65,704+70.2% | $94,229+18.7% | $59,633+87.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.81% | 5.22%-6.0pp | 10.68%-11.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $6,113 | $2,021+202.5% | $3,587+70.4% | $2,203+177.5% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $26,015 | $4,265+510.0% | $6,269+315.0% | $4,297+505.4% |