Filed November 18, 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.)
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 | $13,218 | $109,359-87.9% | $162,185-91.9% | $72,976-81.9% |
| Participation rate | 97.5% | 84.3%+13.2pp | 87.6%+9.9pp | 69.5%+28.0pp |
| Annual return | 5.34% | 25.46%-20.1pp | 115.61%-110.3pp | 81.02%-75.7pp |
| Employer contribution / active EE | $1,571 | $3,907-59.8% | $5,613-72.0% | $2,440-35.6% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $532 | $7,972-93.3% | $10,844-95.1% | $5,124-89.6% |