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 | $109,767 | $123,793-11.3% | $177,840-38.3% | $79,852+37.5% |
| Participation rate | 71.4% | 84.7%-13.2pp | 87.7%-16.3pp | 69.6%+1.8pp |
| Annual return | 19.77% | 22.82%-3.1pp | 48.32%-28.6pp | 31.72%-12.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,119 | $5,956-14.1% | $7,714-33.6% | $3,740+36.9% |
| Admin fee / account holder | $2,596 | $7,243-64.2% | $12,431-79.1% | $5,306-51.1% |