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 | $19,127 | $109,359-82.5% | $162,185-88.2% | $72,976-73.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.31% | 25.46%-6.2pp | 115.61%-96.3pp | 81.02%-61.7pp |
| Employer contribution / active EE | $1,678 | $3,907-57.0% | $5,613-70.1% | $2,440-31.2% |
| Participant deferral / active EE | $1,710 | $5,481-68.8% | $7,297-76.6% | $3,608-52.6% |
| Admin fee / account holder | $1,222 | $7,972-84.7% | $10,844-88.7% | $5,124-76.1% |