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 | $38,691 | $123,793-68.7% | $177,848-78.2% | $79,856-51.5% |
| Participation rate | 98.2% | 84.7%+13.5pp | 87.7%+10.5pp | 69.6%+28.5pp |
| Annual return | -5.80% | 22.82%-28.6pp | 48.33%-54.1pp | 31.71%-37.5pp |
| Employer contribution / active EE | $6,545 | $4,095+59.8% | $5,919+10.6% | $2,471+164.9% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,595 | $7,243-64.2% | $12,431-79.1% | $5,306-51.1% |