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 | $15,116 | $123,793-87.8% | $177,848-91.5% | $79,856-81.1% |
| Participation rate | 94.7% | 84.7%+10.0pp | 87.7%+6.9pp | 69.6%+25.0pp |
| Annual return | 7.06% | 22.82%-15.8pp | 48.33%-41.3pp | 31.71%-24.7pp |
| Employer contribution / active EE | $1,902 | $4,095-53.6% | $5,919-67.9% | $2,471-23.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $512 | $7,243-92.9% | $12,431-95.9% | $5,306-90.4% |