Filed February 28, 2022
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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,701 | $100,060-69.3% | $149,721-79.5% | $70,126-56.2% |
| Participation rate | 72.2% | 83.6%-11.4pp | 87.1%-14.8pp | 69.5%+2.7pp |
| Annual return | 3.76% | 27.46%-23.7pp | 1501.67%-1497.9pp | 73.15%-69.4pp |
| Employer contribution / active EE | $2,297 | $3,661-37.3% | $5,444-57.8% | $2,343-1.9% |
| Participant deferral / active EE | $3,414 | $4,982-31.5% | $6,568-48.0% | $3,332+2.5% |
| Admin fee / account holder | $1,719 | $8,285-79.3% | $11,282-84.8% | $4,645-63.0% |