Filed June 7, 2024
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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,452 | $71,197-85.3% | $93,669-88.8% | $80,925-87.1% |
| Participation rate | 94.1% | 60.4%+33.7pp | 68.7%+25.4pp | 67.7%+26.5pp |
| Annual return | 0.00% | 11.27%-11.3pp | 133.59%-133.6pp | 35.65%-35.6pp |
| Employer contribution / active EE | $3,373 | $1,565+115.6% | $2,424+39.2% | $2,756+22.4% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,657 | $6,959-76.2% | $8,291-80.0% | $6,940-76.1% |