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 | $64,987 | $100,060-35.1% | $149,721-56.6% | $70,126-7.3% |
| Participation rate | 74.3% | 83.6%-9.3pp | 87.1%-12.8pp | 69.5%+4.7pp |
| Annual return | 17.19% | 27.46%-10.3pp | 1501.67%-1484.5pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,490 | $4,982-9.9% | $6,568-31.6% | $3,332+34.8% |
| Admin fee / account holder | $1,431 | $8,285-82.7% | $11,282-87.3% | $4,645-69.2% |