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 | $102,382-83.9% | $147,005-88.8% | $80,874-79.6% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 33.98% | 134.89%-100.9pp | 418.76%-384.8pp | 35.62%-1.6pp |
| Employer contribution / active EE | $2,622 | $3,715-29.4% | $4,934-46.9% | $2,756-4.9% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,029 | $7,942-36.7% | $13,006-61.3% | $6,935-27.5% |