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 | $354,323 | $125,758+181.7% | $170,004+108.4% | $75,173+371.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.10% | 27.20%-9.1pp | 53.39%-35.3pp | 160.65%-142.6pp |
| Employer contribution / active EE | $23,244 | $4,615+403.7% | $6,786+242.5% | $2,670+770.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,923 | $8,173-15.3% | $12,816-46.0% | $5,651+22.5% |