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 | $48,011-52.5% | $63,803-64.3% | $82,637-72.4% |
| Participation rate | 93.5% | 66.6%+26.9pp | 72.7%+20.8pp | 68.1%+25.4pp |
| Annual return | 12.78% | 19.84%-7.1pp | 543.72%-530.9pp | 53.51%-40.7pp |
| Employer contribution / active EE | $3,975 | $1,904+108.8% | $2,532+57.0% | $2,552+55.8% |
| Participant deferral / active EE | $9 | $2,846-99.7% | $3,843-99.8% | $4,126-99.8% |
| Admin fee / account holder | $2,761 | $3,873-28.7% | $5,196-46.9% | $7,339-62.4% |