Filed August 29, 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 | $58,120 | $137,414-57.7% | $189,537-69.3% | $85,847-32.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.84% | 38.14%-24.3pp | 555.34%-541.5pp | 318.61%-304.8pp |
| Employer contribution / active EE | $964 | $4,344-77.8% | $6,161-84.3% | $2,565-62.4% |
| Participant deferral / active EE | $5,663 | $6,260-9.5% | $8,220-31.1% | $3,952+43.3% |
| Admin fee / account holder | $3,295 | $8,630-61.8% | $12,048-72.6% | $6,261-47.4% |