Filed November 3, 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 | $110,379 | $138,393-20.2% | $184,256-40.1% | $80,959+36.3% |
| Participation rate | 95.2% | 83.9%+11.3pp | 86.8%+8.4pp | 67.7%+27.6pp |
| Annual return | 14.15% | 20.01%-5.9pp | 28.85%-14.7pp | 35.67%-21.5pp |
| Employer contribution / active EE | $4,172 | $4,847-13.9% | $6,427-35.1% | $2,757+51.3% |
| Participant deferral / active EE | $2,243 | $7,076-68.3% | $9,133-75.4% | $4,300-47.8% |
| Admin fee / account holder | $9,791 | $10,489-6.7% | $13,899-29.6% | $6,925+41.4% |