Filed February 1, 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 | $259,059 | $102,382+153.0% | $147,005+76.2% | $80,874+220.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 3.12% | 134.89%-131.8pp | 418.76%-415.6pp | 35.62%-32.5pp |
| Employer contribution / active EE | $23,268 | $3,715+526.3% | $4,934+371.6% | $2,756+744.4% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,681 | $7,942-15.9% | $13,006-48.6% | $6,935-3.7% |