Filed February 14, 2022
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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 | $13,292 | $77,638-82.9% | $156,551-91.5% | $62,881-78.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -1.10% | 50.33%-51.4pp | 32.23%-33.3pp | 20.14%-21.2pp |
| Employer contribution / active EE | $1,596 | $3,444-53.7% | $5,501-71.0% | $2,281-30.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $560 | $5,561-89.9% | $13,028-95.7% | $4,296-87.0% |