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 | $195,513 | $78,428+149.3% | $95,960+103.7% | $79,852+144.8% |
| Participation rate | 86.6% | 73.5%+13.1pp | 77.1%+9.5pp | 69.6%+16.9pp |
| Annual return | 20.28% | 19.37%+0.9pp | 91.63%-71.4pp | 31.72%-11.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,621 | $3,440+92.5% | $4,167+58.9% | $3,740+77.0% |
| Admin fee / account holder | $2,917 | $5,622-48.1% | $6,797-57.1% | $5,306-45.0% |