Filed February 3, 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 | $55,383 | $146,267-62.1% | $197,124-71.9% | $82,448-32.8% |
| Participation rate | 96.3% | 84.0%+12.3pp | 86.7%+9.6pp | 68.1%+28.2pp |
| Annual return | 17.18% | 29.61%-12.4pp | 44.34%-27.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,259 | $4,723-31.0% | $6,227-47.7% | $2,551+27.8% |
| Participant deferral / active EE | $2,994 | $7,035-57.4% | $9,135-67.2% | $4,139-27.7% |
| Admin fee / account holder | $1,642 | $14,422-88.6% | $16,298-89.9% | $7,234-77.3% |