Filed June 29, 2023 (most recent of 5 filings on file)
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Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,849 | $100,060-86.2% | $149,721-90.8% | $70,126-80.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | -22.59% | 27.46%-50.1pp | 1501.67%-1524.3pp | 73.15%-95.7pp |
| Employer contribution / active EE | $115 | $3,661-96.9% | $5,444-97.9% | $2,343-95.1% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $25,110 | $8,285+203.1% | $11,282+122.6% | $4,645+440.5% |