Filed March 17, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,894 | $78,670-51.8% | $109,173-65.3% | $85,847-55.9% |
| Participation rate | 84.0% | 68.3%+15.7pp | 75.9%+8.1pp | 69.3%+14.7pp |
| Annual return | 14.16% | 25.09%-10.9pp | 25.75%-11.6pp | 318.61%-304.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,370 | $3,467+112.6% | $4,654+58.4% | $3,952+86.5% |
| Admin fee / account holder | $2,015 | $5,469-63.2% | $6,755-70.2% | $6,261-67.8% |