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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,332 | $109,359-18.3% | $162,171-44.9% | $72,983+22.4% |
| Participation rate | 96.9% | 84.3%+12.6pp | 87.6%+9.3pp | 69.5%+27.4pp |
| Annual return | 8.22% | 25.46%-17.2pp | 115.60%-107.4pp | 81.01%-72.8pp |
| Employer contribution / active EE | $3,834 | $3,907-1.9% | $5,613-31.7% | $2,440+57.2% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,746 | $7,972-65.6% | $10,843-74.7% | $5,124-46.4% |