Filed September 25, 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 | $100,818 | $138,393-27.2% | $184,256-45.3% | $80,959+24.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 86.8%+4.8pp | 67.7%+24.0pp |
| Annual return | 13.35% | 20.01%-6.7pp | 28.85%-15.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $2,279 | $4,847-53.0% | $6,427-64.5% | $2,757-17.3% |
| Participant deferral / active EE | $3,117 | $7,076-56.0% | $9,133-65.9% | $4,300-27.5% |
| Admin fee / account holder | $1,212 | $10,489-88.4% | $13,899-91.3% | $6,925-82.5% |