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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,488 | $110,083+183.9% | $151,645+106.1% | $68,490+356.3% |
| Participation rate | 97.6% | 84.0%+13.7pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | -18.02% | -10.12%-7.9pp | 3.34%-21.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $22,003 | $4,470+392.2% | $6,165+256.9% | $2,597+747.3% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,458 | $7,718+22.6% | $11,614-18.6% | $5,403+75.1% |