Filed May 16, 2022
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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 | $17,749 | $73,787-75.9% | $98,716-82.0% | $82,448-78.5% |
| Participation rate | 70.8% | 61.4%+9.4pp | 69.3%+1.5pp | 68.1%+2.8pp |
| Annual return | 10.11% | 18.57%-8.5pp | 31.81%-21.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,657 | $3,081-13.8% | $4,048-34.4% | $4,139-35.8% |
| Admin fee / account holder | $12,746 | $6,500+96.1% | $8,703+46.5% | $7,234+76.2% |