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 | $81,441 | $49,199+65.5% | $121,210-32.8% | $75,177+8.3% |
| Participation rate | 77.6% | 55.4%+22.1pp | 69.5%+8.0pp | 67.2%+10.3pp |
| Annual return | 6.79% | 56.04%-49.2pp | 987.41%-980.6pp | 160.75%-154.0pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,489 | $2,630+108.7% | $4,084+34.4% | $4,126+33.0% |
| Admin fee / account holder | $34,650 | $3,946+778.1% | $5,647+513.6% | $5,651+513.1% |