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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,132-100.0% | $57,196-100.0% | $62,881-100.0% |
| Participation rate | 84.6% | 70.5%+14.1pp | 75.3%+9.3pp | 69.3%+15.3pp |
| Annual return | -103.69% | 9.24%-112.9pp | 14.59%-118.3pp | 20.14%-123.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,293 | $2,374+38.7% | $3,096+6.4% | $3,203+2.8% |
| Admin fee / account holder | $2,070 | $2,594-20.2% | $3,141-34.1% | $4,296-51.8% |