Filed December 4, 2023
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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.)
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 | $3,020 | $73,787-95.9% | $98,716-96.9% | $82,448-96.3% |
| Participation rate | 80.8% | 61.4%+19.4pp | 69.3%+11.5pp | 68.1%+12.7pp |
| Annual return | -1070.59% | 18.57%-1089.2pp | 31.81%-1102.4pp | 41.64%-1112.2pp |
| Employer contribution / active EE | $22,688 | $1,511+1401.3% | $2,279+895.7% | $2,551+789.4% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $10,169 | $6,500+56.4% | $8,703+16.9% | $7,234+40.6% |