Filed July 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,816 | $108,825-68.9% | $156,181-78.3% | $82,448-59.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.76% | 20.59%-4.8pp | 64.87%-49.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,328 | $2,870-53.7% | $4,294-69.1% | $2,551-48.0% |
| Participant deferral / active EE | $1,345 | $4,577-70.6% | $6,132-78.1% | $4,139-67.5% |
| Admin fee / account holder | $7,577 | $9,341-18.9% | $14,586-48.1% | $7,234+4.7% |