Filed October 24, 2022
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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.)
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 | $13,493 | $71,873-81.2% | $86,698-84.4% | $68,490-80.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -28.50% | 3.54%-32.0pp | 35.96%-64.5pp | -7.85%-20.6pp |
| Employer contribution / active EE | $6,154 | $2,173+183.2% | $2,837+116.9% | $2,597+137.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,350 | $6,110-77.9% | $7,492-82.0% | $5,403-75.0% |