Filed January 2, 2023
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Employer 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 | $61,308 | $45,566+34.5% | $64,105-4.4% | $59,633+2.8% |
| Participation rate | 74.0% | 60.2%+13.8pp | 68.2%+5.8pp | 68.7%+5.3pp |
| Annual return | 0.92% | 4.95%-4.0pp | 791.24%-790.3pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,207 | $2,057+55.9% | $2,822+13.6% | $3,192+0.5% |
| Admin fee / account holder | $2,952 | $3,268-9.7% | $4,499-34.4% | $4,297-31.3% |