Filed November 30, 2022
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,784 | $95,453+24.4% | $112,040+6.0% | $82,448+44.1% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.5%-6.5pp | 68.1%+1.9pp |
| Annual return | 11.62% | 23.92%-12.3pp | 24.52%-12.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $97 | $2,318-95.8% | $2,954-96.7% | $2,551-96.2% |
| Participant deferral / active EE | $2,974 | $4,224-29.6% | $5,098-41.7% | $4,139-28.2% |
| Admin fee / account holder | $17,783 | $9,013+97.3% | $12,098+47.0% | $7,234+145.8% |