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 | $102,429-83.9% | $147,096-88.8% | $80,925-79.6% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 33.98% | 135.02%-101.0pp | 419.75%-385.8pp | 35.65%-1.7pp |
| Employer contribution / active EE | $2,622 | $3,716-29.4% | $4,936-46.9% | $2,756-4.9% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,029 | $7,957-36.8% | $13,005-61.3% | $6,940-27.5% |