Filed October 12, 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 | $54,742 | $84,694-35.4% | $73,843-25.9% | $125,392-56.3% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | 0.58% | 3123.66%-3123.1pp | 2267.91%-2267.3pp | 282.23%-281.6pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,746 | $3,992+119.1% | $3,583+144.1% | $5,351+63.4% |
| Admin fee / account holder | $5,531 | $5,691-2.8% | $4,880+13.3% | $9,541-42.0% |