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 | $37,901 | $87,834-56.8% | $133,975-71.7% | $62,881-39.7% |
| Participation rate | 89.3% | 83.4%+5.9pp | 87.1%+2.2pp | 69.3%+20.0pp |
| Annual return | 7.53% | 12.05%-4.5pp | 29.29%-21.8pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,520 | $3,482-56.4% | $5,211-70.8% | $2,281-33.4% |
| Participant deferral / active EE | $1,207 | $4,812-74.9% | $6,282-80.8% | $3,203-62.3% |
| Admin fee / account holder | $1,636 | $5,372-69.5% | $9,324-82.5% | $4,296-61.9% |