Filed September 26, 2022 (most recent of 3 filings on file)
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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 | $30,269 | $87,834-65.5% | $133,975-77.4% | $62,881-51.9% |
| Participation rate | 98.3% | 83.4%+14.9pp | 87.1%+11.2pp | 69.3%+29.0pp |
| Annual return | 3.64% | 12.05%-8.4pp | 29.29%-25.7pp | 20.14%-16.5pp |
| Employer contribution / active EE | $3,247 | $3,482-6.8% | $5,211-37.7% | $2,281+42.3% |
| Participant deferral / active EE | $5,402 | $4,812+12.3% | $6,282-14.0% | $3,203+68.7% |
| Admin fee / account holder | $2,840 | $5,372-47.1% | $9,324-69.5% | $4,296-33.9% |