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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,680 | $100,060-65.3% | $149,721-76.8% | $70,126-50.5% |
| Participation rate | 98.2% | 83.6%+14.6pp | 87.1%+11.1pp | 69.5%+28.6pp |
| Annual return | 11.53% | 27.46%-15.9pp | 1501.67%-1490.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $6,545 | $3,661+78.8% | $5,444+20.2% | $2,343+179.4% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $506 | $8,285-93.9% | $11,282-95.5% | $4,645-89.1% |