Filed April 6, 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.)
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 | $16,534 | $102,422-83.9% | $147,117-88.8% | $80,959-79.6% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 33.98% | 135.16%-101.2pp | 420.54%-386.6pp | 35.67%-1.7pp |
| Employer contribution / active EE | $2,622 | $3,717-29.5% | $4,932-46.8% | $2,757-4.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,029 | $7,953-36.8% | $12,993-61.3% | $6,925-27.4% |