Filed January 12, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,935 | $160,059-78.8% | $140,019-75.8% | $135,380-74.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.91% | 911.48%-912.4pp | 651.17%-652.1pp | 519.81%-520.7pp |
| Employer contribution / active EE | $2,775 | $6,420-56.8% | $5,605-50.5% | $4,779-41.9% |
| Participant deferral / active EE | $1,596 | $7,641-79.1% | $6,927-77.0% | $5,609-71.6% |
| Admin fee / account holder | $2,726 | $13,328-79.5% | $10,705-74.5% | $10,828-74.8% |