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 | $27,209 | $100,041-72.8% | $149,718-81.8% | $70,131-61.2% |
| Participation rate | 95.2% | 83.6%+11.6pp | 87.1%+8.2pp | 69.5%+25.7pp |
| Annual return | 10.43% | 27.43%-17.0pp | 1501.70%-1491.3pp | 73.14%-62.7pp |
| Employer contribution / active EE | $3,118 | $3,662-14.8% | $5,444-42.7% | $2,342+33.1% |
| Participant deferral / active EE | $5,368 | $4,983+7.7% | $6,568-18.3% | $3,332+61.1% |
| Admin fee / account holder | $10,470 | $8,286+26.4% | $11,283-7.2% | $4,645+125.4% |