Filed January 3, 2022
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Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,007 | $84,697-16.2% | $73,845-3.8% | $125,393-43.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.63% | 3123.66%-3124.3pp | 2267.91%-2268.5pp | 282.23%-282.9pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $19,993 | $3,993+400.8% | $3,583+458.0% | $5,351+273.6% |
| Admin fee / account holder | $18,061 | $5,692+217.3% | $4,881+270.1% | $9,541+89.3% |