Filed August 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,907 | $78,520+22.1% | $96,576-0.7% | $82,448+16.3% |
| Participation rate | 86.1% | 77.7%+8.4pp | 81.4%+4.7pp | 68.1%+18.0pp |
| Annual return | 16.83% | 41.30%-24.5pp | 38.47%-21.6pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,055 | $6,754-25.2% | $7,956-36.5% | $4,139+22.1% |
| Admin fee / account holder | $768 | $13,455-94.3% | $11,381-93.3% | $7,234-89.4% |