Filed December 2, 2021
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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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $585,947 | $80,992+623.5% | $96,534+507.0% | $75,173+679.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.20% | 27.05%-13.9pp | 25.88%-12.7pp | 160.72%-147.5pp |
| Employer contribution / active EE | $7,234 | $2,283+216.9% | $2,965+143.9% | $2,671+170.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $39,962 | $6,717+494.9% | $8,253+384.2% | $5,651+607.2% |