Filed May 14, 2024
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,362 | $83,369-63.6% | $105,223-71.1% | $67,986-55.3% |
| Participation rate | 98.3% | 56.3%+42.0pp | 75.0%+23.2pp | 57.2%+41.1pp |
| Annual return | -0.40% | 24.64%-25.0pp | 180.65%-181.0pp | 31.67%-32.1pp |
| Employer contribution / active EE | $2,484 | $2,541-2.2% | $3,689-32.6% | $2,019+23.1% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $1,069 | $4,073-73.8% | $8,859-87.9% | $3,203-66.6% |