Filed September 9, 2022
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,500 | $63,346-59.7% | $92,240-72.4% | $70,126-63.6% |
| Participation rate | 88.9% | 68.7%+20.2pp | 76.5%+12.4pp | 69.5%+19.3pp |
| Annual return | 17.36% | 530.19%-512.8pp | 176.29%-158.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,747 | $2,471-29.3% | $3,680-52.5% | $2,343-25.4% |
| Participant deferral / active EE | $1,079 | $2,854-62.2% | $3,897-72.3% | $3,332-67.6% |
| Admin fee / account holder | $718 | $3,841-81.3% | $5,194-86.2% | $4,645-84.5% |