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 | $14,625 | $68,394-78.6% | $94,672-84.6% | $75,177-80.5% |
| Participation rate | 97.4% | 76.1%+21.4pp | 80.8%+16.6pp | 67.2%+30.2pp |
| Annual return | -61.03% | 616.92%-678.0pp | 156.89%-217.9pp | 160.75%-221.8pp |
| Employer contribution / active EE | $8,114 | $2,701+200.4% | $3,673+120.9% | $2,671+203.8% |
| Participant deferral / active EE | $0 | $6,536-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,093 | $5,326-23.2% | $7,222-43.3% | $5,651-27.6% |