Filed April 13, 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 | $87,024 | $123,793-29.7% | $177,848-51.1% | $79,856+9.0% |
| Participation rate | 83.6% | 84.7%-1.1pp | 87.7%-4.2pp | 69.6%+13.9pp |
| Annual return | 19.11% | 22.82%-3.7pp | 48.33%-29.2pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,177 | $4,095-71.3% | $5,919-80.1% | $2,471-52.4% |
| Participant deferral / active EE | $3,502 | $5,956-41.2% | $7,714-54.6% | $3,741-6.4% |
| Admin fee / account holder | $1,770 | $7,243-75.6% | $12,431-85.8% | $5,306-66.6% |