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 | $29,104 | $125,797-76.9% | $170,057-82.9% | $75,177-61.3% |
| Participation rate | 95.3% | 83.6%+11.7pp | 87.0%+8.3pp | 67.2%+28.1pp |
| Annual return | 13.97% | 27.20%-13.2pp | 53.42%-39.5pp | 160.75%-146.8pp |
| Employer contribution / active EE | $1,755 | $4,616-62.0% | $6,790-74.2% | $2,671-34.3% |
| Participant deferral / active EE | $2,239 | $6,838-67.3% | $10,411-78.5% | $4,126-45.7% |
| Admin fee / account holder | $1,075 | $8,177-86.9% | $12,826-91.6% | $5,651-81.0% |