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 | $20,856 | $130,294-84.0% | $170,057-87.7% | $71,529-70.8% |
| Participation rate | 78.0% | 86.2%-8.2pp | 87.0%-9.0pp | 67.9%+10.0pp |
| Annual return | 11.97% | 20.36%-8.4pp | 53.42%-41.5pp | 28.97%-17.0pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,790-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,296 | $6,928-66.9% | $10,411-77.9% | $4,291-46.5% |
| Admin fee / account holder | $10,412 | $966+977.5% | $12,826-18.8% | $1,588+555.4% |