Filed October 25, 2022 (most recent of 2 filings on file)
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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.)
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 | $31,811 | $143,969-77.9% | $199,883-84.1% | $82,637-61.5% |
| Participation rate | 93.0% | 84.1%+8.8pp | 86.8%+6.2pp | 68.1%+24.9pp |
| Annual return | 20.57% | 25.67%-5.1pp | 43.81%-23.2pp | 53.51%-32.9pp |
| Employer contribution / active EE | $1,662 | $4,632-64.1% | $6,261-73.5% | $2,552-34.9% |
| Participant deferral / active EE | $2,095 | $6,937-69.8% | $9,138-77.1% | $4,126-49.2% |
| Admin fee / account holder | $2,550 | $14,597-82.5% | $17,268-85.2% | $7,339-65.3% |