Filed December 22, 2021 (most recent of 4 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,187 | $87,834-66.8% | $133,975-78.2% | $62,881-53.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 10.34% | 12.05%-1.7pp | 29.29%-19.0pp | 20.14%-9.8pp |
| Employer contribution / active EE | $4,706 | $3,482+35.1% | $5,211-9.7% | $2,281+106.3% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $645 | $5,372-88.0% | $9,324-93.1% | $4,296-85.0% |