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 | $62,475 | $110,083-43.2% | $151,645-58.8% | $68,490-8.8% |
| Participation rate | 78.1% | 84.0%-5.8pp | 87.5%-9.4pp | 67.9%+10.2pp |
| Annual return | -7.43% | -10.12%+2.7pp | 3.34%-10.8pp | -7.85%+0.4pp |
| Employer contribution / active EE | $1,314 | $4,470-70.6% | $6,165-78.7% | $2,597-49.4% |
| Participant deferral / active EE | $3,473 | $6,526-46.8% | $8,363-58.5% | $4,028-13.8% |
| Admin fee / account holder | $3,272 | $7,718-57.6% | $11,614-71.8% | $5,403-39.4% |