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 | $36,324 | $201,344-82.0% | $184,243-80.3% | $145,877-75.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.13% | 29.01%-14.9pp | 28.82%-14.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $3,040 | $7,022-56.7% | $6,427-52.7% | $4,663-34.8% |
| Participant deferral / active EE | $1,799 | $9,807-81.7% | $9,132-80.3% | $6,691-73.1% |
| Admin fee / account holder | $1,346 | $16,382-91.8% | $13,914-90.3% | $13,402-90.0% |