Filed February 12, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,152 | $48,570+122.7% | $130,660-17.2% | $72,976+48.2% |
| Participation rate | 95.7% | 58.6%+37.1pp | 71.7%+23.9pp | 69.5%+26.2pp |
| Annual return | 1.33% | 38.63%-37.3pp | 1709.29%-1708.0pp | 81.02%-79.7pp |
| Employer contribution / active EE | $11 | $1,334-99.2% | $4,092-99.7% | $2,440-99.5% |
| Participant deferral / active EE | $5,444 | $2,384+128.4% | $3,603+51.1% | $3,608+50.9% |
| Admin fee / account holder | $899 | $3,549-74.7% | $5,463-83.5% | $5,124-82.5% |