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 | $54,573 | $90,486-39.7% | $78,676-30.6% | $273,972-80.1% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 5.51% | 75.62%-70.1pp | 62.19%-56.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,978 | $3,901+181.4% | $3,517+212.2% | $5,287+107.6% |
| Admin fee / account holder | $1,074 | $5,263-79.6% | $4,510-76.2% | $10,133-89.4% |