Filed February 1, 2023 (most recent of 2 filings on file)
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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,529 | $100,060-75.5% | $149,721-83.6% | $70,126-65.0% |
| Participation rate | 93.3% | 83.6%+9.8pp | 87.1%+6.3pp | 69.5%+23.8pp |
| Annual return | 16.37% | 27.46%-11.1pp | 1501.67%-1485.3pp | 73.15%-56.8pp |
| Employer contribution / active EE | $3,337 | $3,661-8.9% | $5,444-38.7% | $2,343+42.5% |
| Participant deferral / active EE | $2,304 | $4,982-53.8% | $6,568-64.9% | $3,332-30.9% |
| Admin fee / account holder | $2,291 | $8,285-72.4% | $11,282-79.7% | $4,645-50.7% |