Filed October 22, 2021
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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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,084 | $101,795+242.9% | $165,100+111.4% | $80,959+331.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 54.52% | 16.73%+37.8pp | 70.21%-15.7pp | 35.67%+18.8pp |
| Employer contribution / active EE | $12,445 | $2,954+321.3% | $4,348+186.2% | $2,757+351.4% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,445 | $8,221-45.9% | $12,696-65.0% | $6,925-35.8% |