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 | $91,880 | $91,537+0.4% | $130,045-29.3% | $75,173+22.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 290.73% | -631.55%+922.3pp | -137.30%+428.0pp | 160.72%+130.0pp |
| Employer contribution / active EE | $29,416 | $2,845+934.0% | $4,321+580.7% | $2,671+1001.3% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,657 | $6,780-31.3% | $10,600-56.1% | $5,651-17.6% |