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 | $102,422+152.9% | $147,117+76.1% | $80,959+220.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 3.12% | 135.16%-132.0pp | 420.54%-417.4pp | 35.67%-32.5pp |
| Employer contribution / active EE | $23,268 | $3,717+525.9% | $4,932+371.7% | $2,757+743.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,681 | $7,953-16.0% | $12,993-48.6% | $6,925-3.5% |