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 | $106,749-100.0% | $145,433-100.0% | $82,448-100.0% |
| Participation rate | 90.0% | 75.6%+14.4pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | -93.57% | 27.59%-121.2pp | 66.58%-160.1pp | 41.64%-135.2pp |
| Employer contribution / active EE | $2,686 | $3,444-22.0% | $4,554-41.0% | $2,551+5.3% |
| Participant deferral / active EE | $6,046 | $6,519-7.2% | $7,897-23.4% | $4,139+46.1% |
| Admin fee / account holder | $9,928 | $8,390+18.3% | $13,129-24.4% | $7,234+37.2% |