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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,367 | $106,280+53.7% | $96,538+69.2% | $139,487+17.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 152.17% | 38.48%+113.7pp | 35.74%+116.4pp | 373.84%-221.7pp |
| Employer contribution / active EE | $29,732 | $4,107+623.9% | $3,740+694.9% | $4,755+525.3% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $14,165 | $7,888+79.6% | $6,737+110.2% | $11,407+24.2% |