Filed February 28, 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 | $143,167 | $82,028+74.5% | $123,105+16.3% | $59,633+140.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 28.78% | 5.12%+23.7pp | 13.22%+15.6pp | 2041.45%-2012.7pp |
| Employer contribution / active EE | $14,100 | $3,297+327.7% | $5,151+173.7% | $2,203+540.1% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,343 | $5,879+7.9% | $9,014-29.6% | $4,297+47.6% |