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 | $142,972-77.8% | $214,702-85.2% | $86,983-63.4% |
| Participation rate | 93.0% | 84.9%+8.1pp | 87.5%+5.5pp | 69.5%+23.4pp |
| Annual return | 20.57% | 18.49%+2.1pp | 54.55%-34.0pp | 25.83%-5.3pp |
| Employer contribution / active EE | $1,662 | $4,635-64.2% | $6,461-74.3% | $2,584-35.7% |
| Participant deferral / active EE | $2,095 | $6,568-68.1% | $9,147-77.1% | $4,194-50.1% |
| Admin fee / account holder | $2,550 | $17,617-85.5% | $19,830-87.1% | $7,856-67.5% |