Filed March 17, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,495 | $60,349+353.2% | $74,184+268.7% | $62,881+334.9% |
| Participation rate | 98.8% | 72.7%+26.1pp | 76.6%+22.2pp | 69.3%+29.5pp |
| Annual return | 28.48% | 21.38%+7.1pp | 17.74%+10.7pp | 20.14%+8.3pp |
| Employer contribution / active EE | $9,196 | $1,680+447.3% | $2,370+288.0% | $2,281+303.2% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $19,468 | $4,261+356.9% | $5,586+248.5% | $4,296+353.2% |