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 | $35,811 | $184,000-80.5% | $162,185-77.9% | $152,909-76.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 14.44% | 150.80%-136.4pp | 115.61%-101.2pp | 345.46%-331.0pp |
| Employer contribution / active EE | $2,954 | $6,370-53.6% | $5,613-47.4% | $4,764-38.0% |
| Participant deferral / active EE | $1,642 | $8,033-79.6% | $7,297-77.5% | $5,851-71.9% |
| Admin fee / account holder | $930 | $13,124-92.9% | $10,844-91.4% | $11,601-92.0% |