Filed August 30, 2022
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Employer 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 | $88,046 | $77,157+14.1% | $108,405-18.8% | $85,847+2.6% |
| Participation rate | 75.0% | 74.7%+0.3pp | 80.1%-5.1pp | 69.3%+5.7pp |
| Annual return | 0.00% | 44.55%-44.6pp | 905.55%-905.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,491 | $5,567+34.6% | $6,563+14.1% | $3,952+89.5% |
| Admin fee / account holder | $549 | $5,174-89.4% | $7,297-92.5% | $6,261-91.2% |