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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,269 | $87,733-88.3% | $106,555-90.4% | $85,847-88.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | -57.80% | 21.86%-79.7pp | 26.80%-84.6pp | 318.61%-376.4pp |
| Employer contribution / active EE | $9,032 | $2,073+335.7% | $2,819+220.3% | $2,565+252.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $351 | $6,767-94.8% | $7,408-95.3% | $6,261-94.4% |