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 | $76,834-76.9% | $108,359-83.6% | $87,485-79.7% |
| Participation rate | 70.8% | 61.7%+9.1pp | 70.1%+0.7pp | 68.9%+1.9pp |
| Annual return | 10.11% | 19.09%-9.0pp | 36.89%-26.8pp | 26.06%-15.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,657 | $3,100-14.3% | $4,137-35.8% | $4,274-37.8% |
| Admin fee / account holder | $12,746 | $6,537+95.0% | $9,741+30.9% | $7,775+63.9% |