Filed November 3, 2022
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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 | $0 | $106,524-100.0% | $152,301-100.0% | $87,485-100.0% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.4%+7.6pp | 68.9%+21.1pp |
| Annual return | -93.57% | 26.89%-120.5pp | 80.50%-174.1pp | 26.06%-119.6pp |
| Employer contribution / active EE | $2,686 | $3,371-20.3% | $4,624-41.9% | $2,596+3.5% |
| Participant deferral / active EE | $6,046 | $6,525-7.3% | $8,004-24.5% | $4,274+41.5% |
| Admin fee / account holder | $9,928 | $8,287+19.8% | $14,398-31.0% | $7,775+27.7% |