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 | $313,837 | $62,589+401.4% | $76,768+308.8% | $64,173+389.0% |
| Participation rate | 98.7% | 72.8%+25.9pp | 77.0%+21.8pp | 69.6%+29.1pp |
| Annual return | 4.79% | -1.95%+6.7pp | 2.43%+2.4pp | 7.63%-2.8pp |
| Employer contribution / active EE | $11,929 | $1,832+551.1% | $2,485+380.0% | $2,381+401.1% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $16,596 | $4,667+255.6% | $6,675+148.6% | $4,887+239.6% |