Filed February 1, 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 | $32,364 | $153,769-79.0% | $133,975-75.8% | $273,972-88.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.92% | 36.51%-31.6pp | 29.29%-24.4pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,932 | $6,029-68.0% | $5,211-62.9% | $4,869-60.3% |
| Participant deferral / active EE | $2,104 | $6,958-69.8% | $6,282-66.5% | $5,287-60.2% |
| Admin fee / account holder | $1,057 | $11,765-91.0% | $9,324-88.7% | $10,133-89.6% |