Filed September 27, 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 | $64,912 | $52,678+23.2% | $75,784-14.3% | $59,633+8.9% |
| Participation rate | 87.5% | 67.2%+20.3pp | 75.8%+11.7pp | 68.7%+18.8pp |
| Annual return | 0.11% | 2.95%-2.8pp | 9.68%-9.6pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,481 | $2,591+227.4% | $3,652+132.2% | $3,192+165.7% |
| Admin fee / account holder | $5,911 | $3,610+63.7% | $5,300+11.5% | $4,297+37.6% |