Filed April 27, 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 | $127,244 | $101,798+25.0% | $165,071-22.9% | $80,935+57.2% |
| Participation rate | 98.6% | 71.8%+26.7pp | 78.6%+19.9pp | 67.7%+30.9pp |
| Annual return | 23.39% | 16.73%+6.7pp | 70.17%-46.8pp | 35.66%-12.3pp |
| Employer contribution / active EE | $688 | $2,954-76.7% | $4,347-84.2% | $2,757-75.0% |
| Participant deferral / active EE | $9,324 | $4,476+108.3% | $6,035+54.5% | $4,299+116.9% |
| Admin fee / account holder | $5,773 | $8,221-29.8% | $12,695-54.5% | $6,924-16.6% |