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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,198 | $68,398+5.6% | $94,664-23.7% | $75,173-4.0% |
| Participation rate | 71.1% | 76.1%-5.0pp | 80.8%-9.8pp | 67.2%+3.8pp |
| Annual return | 13.97% | 616.72%-602.8pp | 156.84%-142.9pp | 160.72%-146.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,809 | $6,537-11.1% | $7,417-21.7% | $4,126+40.8% |
| Admin fee / account holder | $21,777 | $5,324+309.0% | $7,222+201.6% | $5,651+285.4% |