Filed January 11, 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 | $42,670 | $183,988-76.8% | $162,177-73.7% | $152,897-72.1% |
| Participation rate | 81.0% | 88.5%-7.6pp | 87.6%-6.6pp | 82.5%-1.5pp |
| Annual return | 12.13% | 150.79%-138.7pp | 115.60%-103.5pp | 345.43%-333.3pp |
| Employer contribution / active EE | $1,887 | $6,370-70.4% | $5,613-66.4% | $4,764-60.4% |
| Participant deferral / active EE | $2,433 | $8,032-69.7% | $7,297-66.7% | $5,851-58.4% |
| Admin fee / account holder | $1,611 | $13,123-87.7% | $10,843-85.1% | $11,599-86.1% |