Filed April 27, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,883 | $196,972-31.5% | $182,262-26.0% | $198,609-32.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | -25.36% | 158.27%-183.6pp | 140.60%-166.0pp | 202.70%-228.1pp |
| Employer contribution / active EE | $40,423 | $5,364+653.7% | $5,046+701.1% | $5,055+699.6% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $9,922 | $18,429-46.2% | $16,712-40.6% | $19,030-47.9% |