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 | $68,340 | $209,874-67.4% | $189,537-63.9% | $167,536-59.2% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 11.69% | 748.61%-736.9pp | 555.34%-543.6pp | 478.82%-467.1pp |
| Employer contribution / active EE | $2,984 | $6,913-56.8% | $6,161-51.6% | $4,839-38.3% |
| Participant deferral / active EE | $1,724 | $8,934-80.7% | $8,220-79.0% | $6,342-72.8% |
| Admin fee / account holder | $2,270 | $14,299-84.1% | $12,048-81.2% | $12,315-81.6% |