Filed May 9, 2022
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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 | $13,779 | $106,003-87.0% | $92,236-85.1% | $147,585-90.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.15% | 50.05%-29.9pp | 176.29%-156.1pp | 578.57%-558.4pp |
| Employer contribution / active EE | $1,901 | $4,333-56.1% | $3,679-48.3% | $4,876-61.0% |
| Participant deferral / active EE | $2,313 | $4,478-48.4% | $3,897-40.7% | $5,439-57.5% |
| Admin fee / account holder | $602 | $6,333-90.5% | $5,194-88.4% | $10,885-94.5% |