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.)
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 | $21,060 | $137,414-84.7% | $189,545-88.9% | $85,851-75.5% |
| Participation rate | 98.7% | 84.6%+14.1pp | 87.8%+10.9pp | 69.3%+29.4pp |
| Annual return | 23.38% | 38.14%-14.8pp | 555.36%-532.0pp | 318.63%-295.3pp |
| Employer contribution / active EE | $3,755 | $4,344-13.6% | $6,162-39.1% | $2,565+46.4% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $913 | $8,630-89.4% | $12,049-92.4% | $6,261-85.4% |