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 | $145,125 | $85,766+69.2% | $136,298+6.5% | $70,126+106.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -11.19% | 31.46%-42.6pp | 5156.27%-5167.5pp | 73.15%-84.3pp |
| Employer contribution / active EE | $13,512 | $2,966+355.6% | $4,696+187.8% | $2,343+476.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,419 | $5,421-55.4% | $9,244-73.8% | $4,645-47.9% |