Filed May 11, 2022
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Employer 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 | $51,574 | $65,704-21.5% | $94,229-45.3% | $59,633-13.5% |
| Participation rate | 74.0% | 72.1%+1.9pp | 78.8%-4.8pp | 68.7%+5.3pp |
| Annual return | -2.31% | 5.22%-7.5pp | 10.68%-13.0pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $352 | $2,021-82.6% | $3,587-90.2% | $2,203-84.0% |
| Participant deferral / active EE | $1,630 | $3,143-48.1% | $4,320-62.3% | $3,192-48.9% |
| Admin fee / account holder | $648 | $4,265-84.8% | $6,269-89.7% | $4,297-84.9% |