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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,190 | $59,819-49.5% | $79,583-62.1% | $68,490-55.9% |
| Participation rate | 74.2% | 61.1%+13.1pp | 69.5%+4.7pp | 67.9%+6.3pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,433 | $1,505-4.8% | $2,414-40.6% | $2,597-44.8% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,886 | $4,835-61.0% | $6,835-72.4% | $5,403-65.1% |