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 | $107,421-100.0% | $182,262-100.0% | $94,015-100.0% |
| Participation rate | 90.0% | 77.8%+12.2pp | 84.2%+5.8pp | 70.8%+19.2pp |
| Annual return | -93.57% | 21.32%-114.9pp | 140.60%-234.2pp | 17.84%-111.4pp |
| Employer contribution / active EE | $2,686 | $3,448-22.1% | $5,046-46.8% | $2,790-3.7% |
| Participant deferral / active EE | $6,046 | $6,558-7.8% | $8,276-26.9% | $4,249+42.3% |
| Admin fee / account holder | $9,928 | $8,692+14.2% | $16,712-40.6% | $8,951+10.9% |