Filed July 14, 2023
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,835 | $101,795+101.2% | $165,100+24.1% | $80,959+153.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 94.56% | 16.73%+77.8pp | 70.21%+24.4pp | 35.67%+58.9pp |
| Employer contribution / active EE | $14,967 | $2,954+406.7% | $4,348+244.2% | $2,757+442.8% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $9,410 | $8,221+14.5% | $12,696-25.9% | $6,925+35.9% |