Filed May 31, 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 | $35,246 | $96,678-63.5% | $86,640-59.3% | $139,466-74.7% |
| Participation rate | 89.5% | 74.4%+15.1pp | 71.7%+17.8pp | 80.3%+9.1pp |
| Annual return | 13.45% | 106.69%-93.2pp | 592.52%-579.1pp | 373.66%-360.2pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $20,618 | $6,410+221.7% | $5,616+267.1% | $11,409+80.7% |