Filed March 13, 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 | $67,359 | $87,834-23.3% | $133,975-49.7% | $62,881+7.1% |
| Participation rate | 96.3% | 83.4%+12.9pp | 87.1%+9.2pp | 69.3%+27.0pp |
| Annual return | 15.20% | 12.05%+3.1pp | 29.29%-14.1pp | 20.14%-4.9pp |
| Employer contribution / active EE | $4,804 | $3,482+37.9% | $5,211-7.8% | $2,281+110.6% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,667 | $5,372-13.1% | $9,324-49.9% | $4,296+8.6% |