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 | $2,612 | $65,566-96.0% | $86,235-97.0% | $75,177-96.5% |
| Participation rate | 80.8% | 60.5%+20.3pp | 69.0%+11.8pp | 67.2%+13.6pp |
| Annual return | -187.83% | 46.07%-233.9pp | 1170.03%-1357.9pp | 160.75%-348.6pp |
| Employer contribution / active EE | $25,967 | $1,553+1571.8% | $2,381+990.5% | $2,671+872.1% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,755 | $5,470+151.5% | $6,856+100.6% | $5,651+143.4% |