Filed June 5, 2023
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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 | $47,073 | $201,370-76.6% | $184,256-74.5% | $145,897-67.7% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 10.68% | 29.05%-18.4pp | 28.85%-18.2pp | 552.29%-541.6pp |
| Employer contribution / active EE | $5,145 | $7,024-26.7% | $6,427-19.9% | $4,663+10.3% |
| Participant deferral / active EE | $2,838 | $9,808-71.1% | $9,133-68.9% | $6,689-57.6% |
| Admin fee / account holder | $729 | $16,364-95.5% | $13,899-94.8% | $13,390-94.6% |