Filed January 20, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,964 | $146,267-65.2% | $197,124-74.1% | $82,448-38.2% |
| Participation rate | 86.0% | 84.0%+1.9pp | 86.7%-0.7pp | 68.1%+17.9pp |
| Annual return | 11.59% | 29.61%-18.0pp | 44.34%-32.8pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,917 | $4,723-59.4% | $6,227-69.2% | $2,551-24.8% |
| Participant deferral / active EE | $2,524 | $7,035-64.1% | $9,135-72.4% | $4,139-39.0% |
| Admin fee / account holder | $8,876 | $14,422-38.5% | $16,298-45.5% | $7,234+22.7% |