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 | $85,451 | $123,793-31.0% | $177,827-51.9% | $79,858+7.0% |
| Participation rate | 89.2% | 84.7%+4.5pp | 87.7%+1.5pp | 69.6%+19.6pp |
| Annual return | 15.12% | 22.82%-7.7pp | 48.32%-33.2pp | 31.72%-16.6pp |
| Employer contribution / active EE | $2,049 | $4,095-50.0% | $5,918-65.4% | $2,471-17.1% |
| Participant deferral / active EE | $2,770 | $5,956-53.5% | $7,713-64.1% | $3,740-25.9% |
| Admin fee / account holder | $12,895 | $7,243+78.0% | $12,429+3.8% | $5,306+143.0% |