Filed November 30, 2022
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,067 | $101,795-25.3% | $165,100-53.9% | $80,959-6.0% |
| Participation rate | 96.6% | 71.8%+24.7pp | 78.6%+17.9pp | 67.7%+28.9pp |
| Annual return | 10.82% | 16.73%-5.9pp | 70.21%-59.4pp | 35.67%-24.8pp |
| Employer contribution / active EE | $5,582 | $2,954+89.0% | $4,348+28.4% | $2,757+102.5% |
| Participant deferral / active EE | $942 | $4,476-79.0% | $6,035-84.4% | $4,300-78.1% |
| Admin fee / account holder | $6,053 | $8,221-26.4% | $12,696-52.3% | $6,925-12.6% |