Filed December 21, 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 | $2,356 | $51,638-95.4% | $68,368-96.6% | $82,448-97.1% |
| Participation rate | 75.0% | 63.6%+11.4pp | 73.8%+1.2pp | 68.1%+6.9pp |
| Annual return | 19.04% | 37.53%-18.5pp | 292.57%-273.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $414 | $2,047-79.8% | $2,649-84.4% | $2,551-83.8% |
| Participant deferral / active EE | $300 | $2,914-89.7% | $4,123-92.7% | $4,139-92.8% |
| Admin fee / account holder | $579 | $4,643-87.5% | $5,150-88.8% | $7,234-92.0% |