Filed May 8, 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 | $33,051 | $98,760-66.5% | $149,715-77.9% | $79,858-58.6% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.5%-1.0pp | 69.6%+11.8pp |
| Annual return | 29.23% | 27.43%+1.8pp | 276.66%-247.4pp | 31.72%-2.5pp |
| Employer contribution / active EE | $509 | $3,217-84.2% | $4,645-89.0% | $2,471-79.4% |
| Participant deferral / active EE | $5,639 | $5,681-0.7% | $6,842-17.6% | $3,740+50.8% |
| Admin fee / account holder | $1,011 | $6,053-83.3% | $9,310-89.1% | $5,306-81.0% |