Filed June 1, 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 | $9,375 | $52,279-82.1% | $89,400-89.5% | $79,858-88.3% |
| Participation rate | 80.0% | 57.5%+22.5pp | 68.0%+12.0pp | 69.6%+10.4pp |
| Annual return | 17.27% | 22.16%-4.9pp | 245.64%-228.4pp | 31.72%-14.4pp |
| Employer contribution / active EE | $711 | $1,572-54.7% | $2,586-72.5% | $2,471-71.2% |
| Participant deferral / active EE | $965 | $2,740-64.8% | $3,890-75.2% | $3,740-74.2% |
| Admin fee / account holder | $1,613 | $3,356-52.0% | $4,882-67.0% | $5,306-69.6% |