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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,550 | $99,345-95.4% | $84,753-94.6% | $273,972-98.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.98% | 22.93%-19.9pp | 22.78%-19.8pp | 41.46%-38.5pp |
| Employer contribution / active EE | $861 | $4,214-79.6% | $3,574-75.9% | $4,869-82.3% |
| Participant deferral / active EE | $400 | $4,270-90.6% | $3,712-89.2% | $5,287-92.4% |
| Admin fee / account holder | $746 | $6,645-88.8% | $5,333-86.0% | $10,133-92.6% |