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 | $69,462 | $49,199+41.2% | $121,210-42.7% | $75,177-7.6% |
| Participation rate | 88.5% | 55.4%+33.0pp | 69.5%+18.9pp | 67.2%+21.3pp |
| Annual return | 268.79% | 56.04%+212.8pp | 987.41%-718.6pp | 160.75%+108.0pp |
| Employer contribution / active EE | $12,724 | $1,547+722.3% | $4,171+205.1% | $2,671+376.4% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,779 | $3,946+122.5% | $5,647+55.4% | $5,651+55.3% |