Filed January 10, 2023
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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 | $33,692 | $42,909-21.5% | $60,906-44.7% | $68,486-50.8% |
| Participation rate | 73.6% | 66.8%+6.8pp | 73.1%+0.5pp | 67.9%+5.7pp |
| Annual return | -18.39% | -13.99%-4.4pp | 16.94%-35.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,644 | $2,866+96.9% | $3,814+48.0% | $4,028+40.1% |
| Admin fee / account holder | $6,033 | $3,104+94.4% | $3,227+87.0% | $5,404+11.6% |