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 | $48,897 | $123,793-60.5% | $177,827-72.5% | $79,858-38.8% |
| Participation rate | 82.4% | 84.7%-2.3pp | 87.7%-5.4pp | 69.6%+12.7pp |
| Annual return | 21.06% | 22.82%-1.8pp | 48.32%-27.3pp | 31.72%-10.7pp |
| Employer contribution / active EE | $1,896 | $4,095-53.7% | $5,918-68.0% | $2,471-23.3% |
| Participant deferral / active EE | $2,566 | $5,956-56.9% | $7,713-66.7% | $3,740-31.4% |
| Admin fee / account holder | $1,166 | $7,243-83.9% | $12,429-90.6% | $5,306-78.0% |