Filed February 15, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $386,982 | $138,393+179.6% | $184,256+110.0% | $80,959+378.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 10.35% | 20.01%-9.7pp | 28.85%-18.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $25,713 | $4,847+430.4% | $6,427+300.1% | $2,757+832.6% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $11,790 | $10,489+12.4% | $13,899-15.2% | $6,925+70.2% |