Filed September 8, 2021
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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.)
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 | $9,257 | $91,198-89.9% | $178,503-94.8% | $79,856-88.4% |
| Participation rate | 98.0% | 69.2%+28.8pp | 81.9%+16.1pp | 69.6%+28.4pp |
| Annual return | -0.03% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,120 | $3,257-4.2% | $5,011-37.7% | $2,471+26.3% |
| Participant deferral / active EE | $449 | $3,237-86.1% | $5,202-91.4% | $3,741-88.0% |
| Admin fee / account holder | $1,443 | $6,748-78.6% | $13,987-89.7% | $5,306-72.8% |