Filed February 8, 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 | $16,366 | $52,678-68.9% | $75,784-78.4% | $59,633-72.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -10.33% | 2.95%-13.3pp | 9.68%-20.0pp | 2041.45%-2051.8pp |
| Employer contribution / active EE | $1,948 | $2,193-11.2% | $3,323-41.4% | $2,203-11.6% |
| Participant deferral / active EE | $2,690 | $2,591+3.8% | $3,652-26.3% | $3,192-15.7% |
| Admin fee / account holder | $1,045 | $3,610-71.0% | $5,300-80.3% | $4,297-75.7% |