Filed February 7, 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 | $170,802 | $174,379-2.1% | $152,093+12.3% | $138,895+23.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.48% | 74.86%-61.4pp | 66.36%-52.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $6,200 | $4,652+33.3% | $4,175+48.5% | $4,194+47.8% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,020 | $16,880-88.0% | $14,497-86.1% | $12,562-83.9% |