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 | $88,580 | $77,157+14.8% | $108,405-18.3% | $85,847+3.2% |
| Participation rate | 72.9% | 74.7%-1.8pp | 80.1%-7.3pp | 69.3%+3.5pp |
| Annual return | 16.15% | 44.55%-28.4pp | 905.55%-889.4pp | 318.61%-302.5pp |
| Employer contribution / active EE | $139 | $2,379-94.2% | $3,559-96.1% | $2,565-94.6% |
| Participant deferral / active EE | $2,957 | $5,567-46.9% | $6,563-54.9% | $3,952-25.2% |
| Admin fee / account holder | $13,142 | $5,174+154.0% | $7,297+80.1% | $6,261+109.9% |