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 | $102,481 | $72,404+41.5% | $110,243-7.0% | $64,173+59.7% |
| Participation rate | 82.0% | 73.3%+8.7pp | 79.8%+2.2pp | 69.6%+12.5pp |
| Annual return | -4.81% | -6.29%+1.5pp | 314.76%-319.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $4,478 | $2,282+96.3% | $3,827+17.0% | $2,381+88.1% |
| Participant deferral / active EE | $478 | $3,469-86.2% | $4,672-89.8% | $3,470-86.2% |
| Admin fee / account holder | $5,672 | $5,664+0.1% | $8,548-33.6% | $4,887+16.1% |