Filed November 15, 2023
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,332 | $40,275-14.8% | $57,356-40.1% | $59,633-42.4% |
| Participation rate | 87.9% | 69.1%+18.7pp | 75.1%+12.8pp | 68.7%+19.2pp |
| Annual return | 1.70% | 27.52%-25.8pp | 24.41%-22.7pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $27 | $1,921-98.6% | $2,689-99.0% | $2,203-98.8% |
| Participant deferral / active EE | $4,630 | $2,400+92.9% | $3,162+46.4% | $3,192+45.1% |
| Admin fee / account holder | $3,709 | $2,820+31.5% | $3,357+10.5% | $4,297-13.7% |