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 | $88,710-30.8% | $81,783-24.9% | $145,959-57.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 13.20% | 1027.26%-1014.1pp | 775.05%-761.9pp | 561.95%-548.7pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $19,355 | $4,645+316.7% | $4,320+348.0% | $6,689+189.4% |
| Admin fee / account holder | $21,384 | $8,407+154.4% | $7,380+189.8% | $13,398+59.6% |