Filed August 30, 2022
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,026 | $78,520-70.7% | $96,576-76.2% | $82,448-72.1% |
| Participation rate | 97.3% | 77.7%+19.6pp | 81.4%+15.9pp | 68.1%+29.2pp |
| Annual return | -50.78% | 41.30%-92.1pp | 38.47%-89.3pp | 41.64%-92.4pp |
| Employer contribution / active EE | $13,362 | $2,630+408.1% | $3,553+276.1% | $2,551+423.8% |
| Participant deferral / active EE | $0 | $6,754-100.0% | $7,956-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,230 | $13,455-68.6% | $11,381-62.8% | $7,234-41.5% |