Filed January 26, 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 | $59,528 | $129,737-54.1% | $119,126-50.0% | $154,746-61.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 144.10% | 379.08%-235.0pp | 282.11%-138.0pp | 172.34%-28.2pp |
| Employer contribution / active EE | $1,535 | $4,375-64.9% | $4,034-61.9% | $4,379-64.9% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,308 | $11,961-89.1% | $10,693-87.8% | $14,365-90.9% |