Filed January 30, 2022
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,440 | $133,998-50.4% | $112,263-40.8% | $134,545-50.6% |
| Participation rate | 79.2% | 78.6%+0.6pp | 75.1%+4.1pp | 81.2%-2.1pp |
| Annual return | -81.78% | 47.17%-129.0pp | 27.49%-109.3pp | 418.37%-500.2pp |
| Employer contribution / active EE | $29,790 | $4,040+637.4% | $3,636+719.3% | $4,742+528.3% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $17,240 | $7,493+130.1% | $6,410+168.9% | $11,431+50.8% |