Filed December 4, 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 | $36,946 | $48,364-23.6% | $71,796-48.5% | $62,881-41.2% |
| Participation rate | 92.0% | 60.6%+31.4pp | 69.1%+22.9pp | 69.3%+22.7pp |
| Annual return | 10.07% | 13.16%-3.1pp | 78.04%-68.0pp | 20.14%-10.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,154 | $2,091+50.8% | $2,794+12.9% | $3,203-1.5% |
| Admin fee / account holder | $665 | $3,771-82.4% | $4,815-86.2% | $4,296-84.5% |