Filed January 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,288 | $53,127-67.5% | $86,597-80.0% | $70,131-75.3% |
| Participation rate | 76.9% | 65.3%+11.6pp | 73.5%+3.4pp | 69.5%+7.4pp |
| Annual return | 10.75% | 27.66%-16.9pp | 964.96%-954.2pp | 73.14%-62.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,445 | $2,696-9.3% | $3,609-32.2% | $3,332-26.6% |
| Admin fee / account holder | $1,037 | $3,585-71.1% | $4,906-78.9% | $4,645-77.7% |