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 | $117,105 | $99,994+17.1% | $146,647-20.1% | $85,851+36.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.06% | 18.93%-6.9pp | 22.75%-10.7pp | 318.63%-306.6pp |
| Employer contribution / active EE | $5,529 | $2,559+116.1% | $4,137+33.7% | $2,565+115.5% |
| Participant deferral / active EE | $620 | $4,006-84.5% | $5,506-88.7% | $3,952-84.3% |
| Admin fee / account holder | $7,022 | $7,703-8.8% | $10,281-31.7% | $6,261+12.2% |