Filed December 17, 2021
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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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,476 | $135,956-92.3% | $123,894-91.5% | $273,972-96.2% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | -2.27% | 56.63%-58.9pp | 47.52%-49.8pp | 41.46%-43.7pp |
| Employer contribution / active EE | $3,252 | $5,170-37.1% | $4,617-29.6% | $4,869-33.2% |
| Participant deferral / active EE | $7,029 | $6,343+10.8% | $5,984+17.5% | $5,287+32.9% |
| Admin fee / account holder | $36,291 | $9,817+269.7% | $8,357+334.3% | $10,133+258.2% |