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 | $87,514 | $110,137-20.5% | $161,149-45.7% | $82,637+5.9% |
| Participation rate | 97.9% | 72.4%+25.5pp | 78.8%+19.1pp | 68.1%+29.8pp |
| Annual return | 14.54% | 20.69%-6.1pp | 21.16%-6.6pp | 53.51%-39.0pp |
| Employer contribution / active EE | $5,096 | $2,856+78.4% | $4,360+16.9% | $2,552+99.7% |
| Participant deferral / active EE | $801 | $4,575-82.5% | $6,153-87.0% | $4,126-80.6% |
| Admin fee / account holder | $5,042 | $9,467-46.7% | $15,194-66.8% | $7,339-31.3% |