Filed November 2, 2022
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Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,599 | $45,152-63.2% | $73,845-77.5% | $59,632-72.2% |
| Participation rate | 78.4% | 64.0%+14.4pp | 73.4%+5.0pp | 68.7%+9.8pp |
| Annual return | -2.85% | 27.40%-30.2pp | 2267.91%-2270.8pp | 2041.32%-2044.2pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,614 | $2,574-37.3% | $3,583-55.0% | $3,192-49.4% |
| Admin fee / account holder | $2,747 | $3,516-21.9% | $4,881-43.7% | $4,297-36.1% |