Filed March 9, 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 | $51,847 | $65,034-20.3% | $90,970-43.0% | $79,856-35.1% |
| Participation rate | 87.5% | 61.6%+25.9pp | 69.0%+18.5pp | 69.6%+17.9pp |
| Annual return | 16.68% | 30.45%-13.8pp | 134.60%-117.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,723 | $2,512+127.8% | $3,373+69.7% | $3,741+53.0% |
| Admin fee / account holder | $1,956 | $4,536-56.9% | $5,961-67.2% | $5,306-63.1% |