Filed May 16, 2022 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,123 | $53,774-73.7% | $134,162-89.5% | $79,852-82.3% |
| Participation rate | 90.3% | 58.8%+31.5pp | 72.2%+18.1pp | 69.6%+20.7pp |
| Annual return | 14.26% | 19.01%-4.8pp | 36.35%-22.1pp | 31.72%-17.5pp |
| Employer contribution / active EE | $1,225 | $1,322-7.3% | $3,705-66.9% | $2,471-50.4% |
| Participant deferral / active EE | $1,725 | $2,420-28.7% | $3,500-50.7% | $3,740-53.9% |
| Admin fee / account holder | $1,656 | $3,985-58.4% | $6,685-75.2% | $5,306-68.8% |