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 | $68,383 | $59,111+15.7% | $86,451-20.9% | $68,490-0.2% |
| Participation rate | 76.3% | 75.2%+1.1pp | 80.3%-4.0pp | 67.9%+8.4pp |
| Annual return | -18.14% | -0.22%-17.9pp | 4398.51%-4416.7pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,981 | $5,900+1.4% | $6,953-14.0% | $4,028+48.5% |
| Admin fee / account holder | $4,447 | $5,640-21.2% | $6,734-34.0% | $5,403-17.7% |