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.)
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 | $39,568 | $123,793-68.0% | $177,827-77.7% | $79,858-50.5% |
| Participation rate | 98.9% | 84.7%+14.3pp | 87.7%+11.2pp | 69.6%+29.3pp |
| Annual return | 26.93% | 22.82%+4.1pp | 48.32%-21.4pp | 31.72%-4.8pp |
| Employer contribution / active EE | $4,499 | $4,095+9.9% | $5,918-24.0% | $2,471+82.1% |
| Participant deferral / active EE | $6,807 | $5,956+14.3% | $7,713-11.7% | $3,740+82.0% |
| Admin fee / account holder | $3,482 | $7,243-51.9% | $12,429-72.0% | $5,306-34.4% |