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 | $102,385+153.0% | $147,080+76.1% | $80,935+220.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 3.12% | 135.09%-132.0pp | 420.17%-417.0pp | 35.66%-32.5pp |
| Employer contribution / active EE | $23,268 | $3,717+526.0% | $4,933+371.6% | $2,757+744.0% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,681 | $7,951-16.0% | $12,989-48.6% | $6,924-3.5% |