Filed August 9, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,763 | $43,344-75.2% | $59,899-82.0% | $64,173-83.2% |
| Participation rate | 95.1% | 69.2%+25.9pp | 74.7%+20.4pp | 69.6%+25.5pp |
| Annual return | -3.59% | -1.55%-2.0pp | 3.46%-7.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $270 | $2,030-86.7% | $2,723-90.1% | $2,381-88.7% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,379 | $3,008-54.1% | $3,592-61.6% | $4,887-71.8% |