Filed July 28, 2022 (most recent of 8 filings on file)
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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 | $18,206 | $87,834-79.3% | $133,975-86.4% | $62,881-71.0% |
| Participation rate | 88.5% | 83.4%+5.1pp | 87.1%+1.4pp | 69.3%+19.2pp |
| Annual return | 6.29% | 12.05%-5.8pp | 29.29%-23.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,079 | $3,482-40.3% | $5,211-60.1% | $2,281-8.9% |
| Participant deferral / active EE | $3,314 | $4,812-31.1% | $6,282-47.2% | $3,203+3.5% |
| Admin fee / account holder | $1,580 | $5,372-70.6% | $9,324-83.1% | $4,296-63.2% |