Filed April 25, 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 | $6,411 | $99,053-93.5% | $88,179-92.7% | $138,895-95.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 13.17% | 78.17%-65.0pp | 64.97%-51.8pp | 145.39%-132.2pp |
| Employer contribution / active EE | $61 | $2,882-97.9% | $2,549-97.6% | $4,194-98.6% |
| Participant deferral / active EE | $3,110 | $5,225-40.5% | $4,614-32.6% | $6,396-51.4% |
| Admin fee / account holder | $4,572 | $8,748-47.7% | $7,673-40.4% | $12,562-63.6% |