Filed August 31, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $564,487 | $81,446+593.1% | $103,374+446.1% | $80,874+598.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 20.67% | 25.57%-4.9pp | 24.89%-4.2pp | 35.62%-14.9pp |
| Employer contribution / active EE | $42,530 | $3,107+1268.8% | $3,869+999.2% | $2,756+1443.4% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $17,111 | $6,715+154.8% | $8,394+103.8% | $6,935+146.7% |