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 | $1,763 | $111,878-98.4% | $93,727-98.1% | $145,897-98.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | -1055.25% | 204.28%-1259.5pp | 133.83%-1189.1pp | 552.29%-1607.5pp |
| Employer contribution / active EE | $28,124 | $3,092+809.5% | $2,421+1061.5% | $4,663+503.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,812 | $10,256+24.9% | $8,292+54.5% | $13,390-4.3% |