Filed March 7, 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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,809 | $88,672+309.2% | $105,223+244.8% | $82,448+340.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 4.64% | 30.86%-26.2pp | 180.65%-176.0pp | 41.64%-37.0pp |
| Employer contribution / active EE | $6,038 | $3,048+98.1% | $3,689+63.7% | $2,551+136.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,191 | $7,146-69.3% | $8,859-75.3% | $7,234-69.7% |