Filed January 26, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,786 | $47,479-52.0% | $62,929-63.8% | $82,448-72.4% |
| Participation rate | 93.5% | 66.9%+26.6pp | 73.1%+20.4pp | 68.1%+25.4pp |
| Annual return | 12.78% | 20.34%-7.6pp | 1063.93%-1051.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $3,975 | $1,885+110.8% | $2,505+58.7% | $2,551+55.8% |
| Participant deferral / active EE | $9 | $2,870-99.7% | $3,888-99.8% | $4,139-99.8% |
| Admin fee / account holder | $2,761 | $3,804-27.4% | $5,065-45.5% | $7,234-61.8% |