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 | $170,301 | $123,793+37.6% | $177,848-4.2% | $79,856+113.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 5.77% | 22.82%-17.0pp | 48.33%-42.6pp | 31.71%-25.9pp |
| Employer contribution / active EE | $14,286 | $4,095+248.8% | $5,919+141.4% | $2,471+478.1% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $18,420 | $7,243+154.3% | $12,431+48.2% | $5,306+247.1% |