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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,473 | $64,729-69.9% | $112,263-82.7% | $68,490-71.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 71.14% | -11.40%+82.5pp | 27.49%+43.7pp | -7.85%+79.0pp |
| Employer contribution / active EE | $7,431 | $2,746+170.6% | $3,636+104.4% | $2,597+186.2% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,946 | $5,222-43.6% | $6,410-54.0% | $5,403-45.5% |