Filed December 15, 2021
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,967 | $55,684-26.4% | $75,900-46.0% | $72,976-43.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | -54.53% | 27.60%-82.1pp | 30.73%-85.3pp | 81.02%-135.5pp |
| Employer contribution / active EE | $4,234 | $1,687+151.0% | $2,501+69.3% | $2,440+73.5% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,142 | $3,981-46.2% | $5,421-60.5% | $5,124-58.2% |