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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,879 | $77,817+133.7% | $123,553+47.2% | $64,173+183.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 31.90% | 12.49%+19.4pp | 119.21%-87.3pp | 7.63%+24.3pp |
| Employer contribution / active EE | $11,904 | $3,014+294.9% | $4,628+157.2% | $2,381+400.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,368 | $5,519-2.7% | $9,284-42.2% | $4,887+9.8% |