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 | $167,553 | $98,776+69.6% | $149,745+11.9% | $79,856+109.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 7.48% | 27.38%-19.9pp | 276.72%-269.2pp | 31.71%-24.2pp |
| Employer contribution / active EE | $12,209 | $3,217+279.5% | $4,646+162.8% | $2,471+394.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,028 | $6,053+16.1% | $9,312-24.5% | $5,306+32.4% |