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 | $208,886 | $110,083+89.8% | $151,645+37.7% | $68,490+205.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 11.23% | -10.12%+21.4pp | 3.34%+7.9pp | -7.85%+19.1pp |
| Employer contribution / active EE | $15,789 | $4,470+253.2% | $6,165+156.1% | $2,597+508.1% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,496 | $7,718+87.8% | $11,614+24.8% | $5,403+168.3% |