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 | $185,623 | $137,414+35.1% | $189,520-2.1% | $85,856+116.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 10.29% | 38.14%-27.9pp | 555.25%-545.0pp | 318.58%-308.3pp |
| Employer contribution / active EE | $15,789 | $4,344+263.4% | $6,161+156.3% | $2,565+515.5% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $14,464 | $8,630+67.6% | $12,046+20.1% | $6,261+131.0% |