Filed March 15, 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 | $83,999 | $82,028+2.4% | $123,105-31.8% | $59,633+40.9% |
| Participation rate | 96.6% | 83.2%+13.4pp | 86.8%+9.8pp | 68.7%+27.9pp |
| Annual return | 0.46% | 5.12%-4.7pp | 13.22%-12.8pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $775 | $3,297-76.5% | $5,151-85.0% | $2,203-64.8% |
| Participant deferral / active EE | $4,175 | $4,667-10.5% | $6,229-33.0% | $3,192+30.8% |
| Admin fee / account holder | $311 | $5,879-94.7% | $9,014-96.5% | $4,297-92.8% |