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 | $145,431-78.1% | $211,142-84.9% | $87,485-63.6% |
| Participation rate | 93.0% | 84.7%+8.2pp | 87.3%+5.7pp | 68.9%+24.1pp |
| Annual return | 20.57% | 27.21%-6.6pp | 46.84%-26.3pp | 26.06%-5.5pp |
| Employer contribution / active EE | $1,662 | $4,662-64.4% | $6,442-74.2% | $2,596-36.0% |
| Participant deferral / active EE | $2,095 | $6,859-69.5% | $9,284-77.4% | $4,274-51.0% |
| Admin fee / account holder | $2,550 | $17,052-85.0% | $19,076-86.6% | $7,775-67.2% |