Filed November 18, 2021 (most recent of 2 filings on file)
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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.
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 | $23,194 | $122,063-81.0% | $184,256-87.4% | $74,478-68.9% |
| Participation rate | 79.8% | 85.5%-5.7pp | 86.8%-7.0pp | 67.2%+12.6pp |
| Annual return | 11.71% | 19.92%-8.2pp | 28.85%-17.1pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,828 | $7,144-60.4% | $9,133-69.0% | $4,350-35.0% |
| Admin fee / account holder | $2,893 | $1,253+130.9% | $13,899-79.2% | $1,946+48.7% |