Filed March 3, 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 | $61,389 | $88,778-30.9% | $81,844-25.0% | $145,884-57.9% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 13.20% | 1033.03%-1019.8pp | 778.87%-765.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $19,355 | $4,648+316.4% | $4,323+347.7% | $6,690+189.3% |
| Admin fee / account holder | $21,384 | $8,430+153.7% | $7,355+190.7% | $13,392+59.7% |