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 | $125,797+181.7% | $170,057+108.4% | $75,177+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 | 53.42%-35.3pp | 160.75%-142.7pp |
| Employer contribution / active EE | $23,244 | $4,616+403.5% | $6,790+242.3% | $2,671+770.2% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,923 | $8,177-15.3% | $12,826-46.0% | $5,651+22.5% |