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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,351 | $209,888-85.1% | $189,545-83.5% | $167,553-81.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.88% | 748.66%-734.8pp | 555.36%-541.5pp | 478.89%-465.0pp |
| Employer contribution / active EE | $2,608 | $6,915-62.3% | $6,162-57.7% | $4,840-46.1% |
| Participant deferral / active EE | $2,505 | $8,934-72.0% | $8,220-69.5% | $6,343-60.5% |
| Admin fee / account holder | $1,213 | $14,300-91.5% | $12,049-89.9% | $12,316-90.1% |