Filed March 6, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $16,185 | $63,346-74.5% | $92,240-82.5% | $70,126-76.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 45.65% | 530.19%-484.5pp | 176.29%-130.6pp | 73.15%-27.5pp |
| Employer contribution / active EE | $1,941 | $2,471-21.4% | $3,680-47.2% | $2,343-17.1% |
| Participant deferral / active EE | $3,364 | $2,854+17.9% | $3,897-13.7% | $3,332+1.0% |
| Admin fee / account holder | $1,137 | $3,841-70.4% | $5,194-78.1% | $4,645-75.5% |