Filed June 26, 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 | $115,280 | $51,638+123.2% | $129,406-10.9% | $80,959+42.4% |
| Participation rate | 88.0% | 56.9%+31.1pp | 69.6%+18.4pp | 67.7%+20.3pp |
| Annual return | 41.26% | 20.78%+20.5pp | 9468.18%-9426.9pp | 35.67%+5.6pp |
| Employer contribution / active EE | $13,569 | $1,584+756.9% | $4,155+226.5% | $2,757+392.1% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,333 | $4,313+185.9% | $7,689+60.4% | $6,925+78.1% |