Filed March 13, 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 | $51,866 | $87,834-40.9% | $133,975-61.3% | $62,881-17.5% |
| Participation rate | 73.5% | 83.4%-9.8pp | 87.1%-13.5pp | 69.3%+4.2pp |
| Annual return | 13.35% | 12.05%+1.3pp | 29.29%-15.9pp | 20.14%-6.8pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,254 | $4,812-11.6% | $6,282-32.3% | $3,203+32.8% |
| Admin fee / account holder | $461 | $5,372-91.4% | $9,324-95.1% | $4,296-89.3% |