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 | $40,899 | $110,083-62.8% | $151,639-73.0% | $68,486-40.3% |
| Participation rate | 84.0% | 84.0%0pp | 87.5%-3.5pp | 67.9%+16.1pp |
| Annual return | -15.34% | -10.12%-5.2pp | 3.34%-18.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $2,457 | $4,470-45.0% | $6,165-60.1% | $2,597-5.4% |
| Participant deferral / active EE | $2,045 | $6,526-68.7% | $8,363-75.6% | $4,028-49.2% |
| Admin fee / account holder | $2,960 | $7,718-61.6% | $11,613-74.5% | $5,404-45.2% |