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 | $24,181 | $123,793-80.5% | $177,848-86.4% | $79,856-69.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.96% | 22.82%-9.9pp | 48.33%-35.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,722 | $4,095-58.0% | $5,919-70.9% | $2,471-30.3% |
| Participant deferral / active EE | $1,769 | $5,956-70.3% | $7,714-77.1% | $3,741-52.7% |
| Admin fee / account holder | $1,378 | $7,243-81.0% | $12,431-88.9% | $5,306-74.0% |