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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,160 | $100,060+89.0% | $149,721+26.3% | $70,126+169.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.19% | 27.46%-16.3pp | 1501.67%-1490.5pp | 73.15%-62.0pp |
| Employer contribution / active EE | $7,457 | $3,661+103.7% | $5,444+37.0% | $2,343+218.3% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,600 | $8,285+15.9% | $11,282-14.9% | $4,645+106.6% |