Filed January 29, 2024
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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 | $84,287 | $70,486+19.6% | $100,535-16.2% | $79,856+5.5% |
| Participation rate | 72.9% | 73.6%-0.8pp | 79.4%-6.6pp | 69.6%+3.2pp |
| Annual return | 23.27% | 21.90%+1.4pp | 30.90%-7.6pp | 31.71%-8.4pp |
| Employer contribution / active EE | $134 | $2,165-93.8% | $3,419-96.1% | $2,471-94.6% |
| Participant deferral / active EE | $2,885 | $5,182-44.3% | $6,271-54.0% | $3,741-22.9% |
| Admin fee / account holder | $5,193 | $4,480+15.9% | $8,085-35.8% | $5,306-2.1% |