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 | $27,955 | $125,797-77.8% | $170,057-83.6% | $75,177-62.8% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 11.16% | 27.20%-16.0pp | 53.42%-42.3pp | 160.75%-149.6pp |
| Employer contribution / active EE | $2,332 | $4,616-49.5% | $6,790-65.7% | $2,671-12.7% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,733 | $8,177-78.8% | $12,826-86.5% | $5,651-69.3% |