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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,250 | $59,111-70.8% | $86,451-80.0% | $68,490-74.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -6.65% | -0.22%-6.4pp | 4398.51%-4405.2pp | -7.85%+1.2pp |
| Employer contribution / active EE | $8,330 | $2,519+230.7% | $3,770+121.0% | $2,597+220.8% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,168 | $5,640-26.1% | $6,734-38.1% | $5,403-22.9% |