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 | $42,091 | $46,596-9.7% | $64,099-34.3% | $75,181-44.0% |
| Participation rate | 70.4% | 65.9%+4.4pp | 72.3%-1.9pp | 67.2%+3.2pp |
| Annual return | 22.40% | 26.04%-3.6pp | 33.70%-11.3pp | 160.69%-138.3pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,785 | $2,837+68.7% | $3,881+23.3% | $4,126+16.0% |
| Admin fee / account holder | $973 | $2,954-67.1% | $3,070-68.3% | $5,650-82.8% |