Filed December 27, 2022
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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 | $70,348 | $87,834-19.9% | $133,975-47.5% | $62,881+11.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.57% | 12.05%-4.5pp | 29.29%-21.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $5,647 | $3,482+62.2% | $5,211+8.4% | $2,281+147.6% |
| Participant deferral / active EE | $1,505 | $4,812-68.7% | $6,282-76.0% | $3,203-53.0% |
| Admin fee / account holder | $2,492 | $5,372-53.6% | $9,324-73.3% | $4,296-42.0% |