Filed October 28, 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 | $46,096 | $107,353-57.1% | $92,903-50.4% | $152,885-69.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.59% | 145.62%-128.0pp | 109.43%-91.8pp | 345.39%-327.8pp |
| Employer contribution / active EE | $9,070 | $4,222+114.8% | $3,653+148.3% | $4,763+90.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $629 | $7,081-91.1% | $5,795-89.1% | $11,598-94.6% |