Filed December 1, 2022
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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 | $122,526 | $138,386-11.5% | $184,260-33.5% | $80,935+51.4% |
| Participation rate | 72.5% | 83.9%-11.4pp | 86.8%-14.3pp | 67.7%+4.8pp |
| Annual return | 21.12% | 20.02%+1.1pp | 28.84%-7.7pp | 35.66%-14.5pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,333 | $7,076+31.9% | $9,133+2.2% | $4,299+117.1% |
| Admin fee / account holder | $6,895 | $10,489-34.3% | $13,898-50.4% | $6,924-0.4% |