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 | $73,199 | $91,536-20.0% | $130,062-43.7% | $75,177-2.6% |
| Participation rate | 96.6% | 71.5%+25.1pp | 78.5%+18.0pp | 67.2%+29.3pp |
| Annual return | 14.65% | -631.62%+646.3pp | -137.37%+152.0pp | 160.75%-146.1pp |
| Employer contribution / active EE | $5,772 | $2,845+102.9% | $4,322+33.5% | $2,671+116.1% |
| Participant deferral / active EE | $717 | $4,343-83.5% | $5,821-87.7% | $4,126-82.6% |
| Admin fee / account holder | $7,938 | $6,780+17.1% | $10,601-25.1% | $5,651+40.5% |