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 | $1,408 | $86,938-98.4% | $102,423-98.6% | $80,925-98.3% |
| Participation rate | 97.2% | 72.4%+24.8pp | 76.5%+20.7pp | 67.7%+29.6pp |
| Annual return | -753.00% | 18.89%-771.9pp | 29.42%-782.4pp | 35.65%-788.6pp |
| Employer contribution / active EE | $11,378 | $2,369+380.2% | $3,023+276.4% | $2,756+312.8% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,575 | $8,053+6.5% | $9,455-9.3% | $6,940+23.6% |