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 | $192,659 | $82,678+133.0% | $125,391+53.6% | $68,490+181.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 4.08% | -5.97%+10.1pp | 572.41%-568.3pp | -7.85%+11.9pp |
| Employer contribution / active EE | $13,226 | $3,382+291.1% | $4,816+174.6% | $2,597+409.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,163 | $6,277+109.7% | $10,009+31.5% | $5,403+143.6% |