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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,145 | $138,385-79.7% | $184,200-84.7% | $80,874-65.2% |
| Participation rate | 98.0% | 83.9%+14.1pp | 86.8%+11.2pp | 67.6%+30.4pp |
| Annual return | 9.29% | 20.02%-10.7pp | 28.80%-19.5pp | 35.62%-26.3pp |
| Employer contribution / active EE | $1,674 | $4,849-65.5% | $6,424-73.9% | $2,756-39.3% |
| Participant deferral / active EE | $2,220 | $7,073-68.6% | $9,132-75.7% | $4,297-48.3% |
| Admin fee / account holder | $2,716 | $10,483-74.1% | $13,907-80.5% | $6,935-60.8% |