Filed March 7, 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 | $164,229 | $72,492+126.5% | $87,104+88.5% | $72,975+125.0% |
| Participation rate | 87.7% | 72.8%+14.9pp | 76.9%+10.8pp | 69.5%+18.2pp |
| Annual return | 26.69% | 24.46%+2.2pp | 28.19%-1.5pp | 81.01%-54.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,213 | $3,270+90.0% | $4,048+53.5% | $3,608+72.2% |
| Admin fee / account holder | $7,586 | $5,055+50.1% | $7,491+1.3% | $5,124+48.0% |