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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,681 | $138,386-64.1% | $184,260-73.0% | $80,935-38.6% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.8pp | 67.7%+28.9pp |
| Annual return | 17.33% | 20.02%-2.7pp | 28.84%-11.5pp | 35.66%-18.3pp |
| Employer contribution / active EE | $1,983 | $4,851-59.1% | $6,427-69.1% | $2,757-28.1% |
| Participant deferral / active EE | $2,628 | $7,076-62.9% | $9,133-71.2% | $4,299-38.9% |
| Admin fee / account holder | $1,336 | $10,489-87.3% | $13,898-90.4% | $6,924-80.7% |